In our latest podcast episode he describes the industry as being in a period of soul searching and that asset managers are needing to make deliberate choices about positioning for the future. Some key determinants for success will be in focusing on core capabilities, prioritizing quality of service – and of alpha – and harnessing technological innovation. He emphasizes that, “if you focus on sustainability, you are going to be a better asset manager”.
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What is a Wholesale Client?
A person or entity is a “wholesale client” if they satisfy the requirements of section 761G of the Corporations Act.
This commonly includes a person or entity: