Patpatia & Associates has published articles and white papers to assist financial services purveyors in navigating the evolving marketplace. We have listed several of the most recent publications below.

2009 Advice Embedded Solutions (Note: file size is 1.1 MB)
Find out how a broad array of wealth managers are deploying new liability-driven managed money platforms, including retirement income vehicles.

2009 European Insurance-Driven Investments (Note: file size is 2.7 MB)
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.

2008 Insurance Asset Management Survey
Review the latest installment of the asset management practices of U.S. insurance companies and the money management firms that serve them, which was conducted in conjunction with Insurance Finance & Investment (IFI). The study includes an overview of insurance company investment trends, as well as profiles of the disparate managers targeting the insurance industry.

Insurance Asset Management - Investment Approach and Manager Dynamics (Note: file size is 1.5 MB)
Learn about the rapidly growing and evolving marketplace for managing the general account assets of insurers. Topics include global market dynamics, the management requirements of different types and sizes of insurers, and the particularities of insurance general account mandates.

Liability Driven Investments – Investment Strategy & Benchmarking (Note: file size is 0.8 MB)
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.

Wealth Management in America (Note: file size is 1 MB)
Read about the changing character of the wealth management marketplace and how Patpatia & Associates works with purveyors taking a leading position in the marketplace. We do this through the implementation of new tactics to adopt a customer-centric approach and the deployment of new advisory platforms.

Repositioning Brokerage Firms in the Evolving Marketplace (Note: file size is 134 KB)
Read about what specific tactics and support services are required of brokerage firms to best compete in the current market environment. Recommendations are based upon select findings from a study that Patpatia & Associates conducted along with Russ Alan Prince and Jordan S. Berlin for Institutional Investor.

 

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If you would prefer to receive printed copies of the above articles by mail or if you'd like to receive email notices of new articles published by our associates, please email your name, title and mailing address to patpatia@patpatia.com.