Patpatia & Associates has published articles, white papers, and research reports to assist financial services purveyors in navigating the evolving marketplace. We have listed several of our most recent publications below.
> Reengineering the Client Experience for Improved Asset Gathering
Learn how leading financial institutions, from brokerages to banks and insurance companies are remaking themselves as customer-centric purveyors through enhanced communications strategies, channel development, planning-based client engagement, total wealth solutions, and innovative wealth technologies.
> 2012 Insurance Asset Management Market Dynamics
Review the latest installment of Patpatia & Associates analysis of the asset management practices of U.S. insurance companies and the money management firms that serve them, which was conducted in conjunction with Thomson Reuters. The study includes an evaluation of insurance company investment trends, as well as profiles of the disparate managers targeting the insurance industry.
> Advice Embedded Solutions
Find out how a broad array of wealth managers are deploying new liability-driven managed money platforms, including retirement income vehicles.
> European Insurance-Driven Investments
Learn about the expanding market of insurance assets in Europe, with profiles detailing the leading insurance asset managers. The study includes insurance's role in Europe's wealth markets and insurer's investment practice.
> Liability Driven Investments — Investment Strategy & Benchmarking
Learn about the market leading approaches to risk-managed investment strategy and benchmarking, as firms increasingly need to formalize their investment policies, enhance risk management, and improve business line and corporate profitability.
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