Dakota Live! Podcast: The Agility Advantage with Coalition Greenwich

In our latest episode of the Dakota Live Podcast, host Robert Morier engages in an insightful conversation with Todd Glickson, a renowned consultant and Head of the North American Investment Management Practice for Coalition Greenwich, a division of CRISIL. The discussion offers an in-depth exploration of the ever-evolving investment management landscape, highlighting the critical importance of agility for asset managers in today's fast-paced market environment.

Todd shares invaluable insights drawn from his latest research paper, "The Agility Advantage," providing asset managers and allocators with actionable strategies to enhance their agility and, consequently, their competitive edge. The conversation covers a broad spectrum of pertinent topics, including asset management and portfolio construction trends, top traits associated with asset manager agility, and how allocators can identify client-centric business models in their asset management partners.

Moreover, the episode delves into the significance of innovative technologies such as artificial intelligence in reshaping investment strategies and client engagement. Todd and Robert discuss the challenges of client onboarding, the nuances of client service excellence, and the implications of industry consolidation on both large firms and boutiques.

This episode is a must-listen for investment professionals seeking to navigate the complexities of the investment sales ecosystem with greater agility and foresight. Join us to gain a deeper understanding of the strategies that define success in the investment industry today. Don't miss out on these critical insights that could redefine your approach to investment management, client service, and manager research and selection.