kasina - Evolving Distribution

Presented by

Steven Miyao, CEO kasina; Moderated by Anu Heda, Senior Managing Consultant

About this talk

The asset management industry faces significant change in light of the erosion of its profitability. Firms have already downsized cost structures by an average of 12%, but despite these efforts, kasina estimates that net profit margins industry-wide have fallen from 20% to 8% over the past year. Compounding the financial pressure are three trends that will force asset managers to transform existing distribution strategies: increasing centralization of investment decisions, escalating wholesaling costs, and increasing firm/distributor complexity. In order to gain a clearer understanding of emerging trends kasina conducted a financial analysis of publicly-traded asset managers, surveyed 40+ leading industry distribution executives, and interviewed key executives at the industry's largest distributors, including, Bank of America, LPL, Merrill Lynch, Morgan Stanley, Smith Barney, and UBS. Please join kasina's CEO, Steven Miyao for an interactive discussion of our findings.

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kasina is a firm that likes to provoke thoughts about how to change the way investment products are bought, sold, and marketed. We will be presenting our thoughts on this channel in hopes of pushing the asset management community to excellence.