Market Strategies International

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Recent Library Items

Uncertainty Shifting the Institutional Market

With a field period that enables analysis of the impact of the election results, this year's US Institutional Investor Brandscape captures the true sentiment of institutional investors during a period of uncertainty. We uncovered fascinating shifts in mindset and practices which will have long-term implications for demand of investment products and services.

Capturing Assets in a Changing Investor Market

Regulatory changes, technology advancements, demographic shifts and geopolitical events are turning the financial services industry on its head. Yet successful financial services firms are adapting, leveraging these industry forces to enhance their competitive advantage. Want to know their secrets?

2016 Utility Customer Champions, Year-End Results and Insights

In their third year of trending research, the Utility Trusted Brand & Customer Engagementâ„¢ benchmark studies have blazed a new trail in brand and customer management. Learn which utilities are this year's Customer Champions and where the industry is heading in the future.

Unlocking DC Growth Opportunities in an Evolving Regulatory Era

The DOL Fiduciary Ruling and heightened scrutiny on all aspects of the retirement industry have many DC plan providers on the defensive, focusing on ways to avoid the next potential pitfall. Yet financial advisors selling DC plans and the participants that invest with them are offering up ideas for growth to providers who are willing to listen.

Creating Value in the Cost-Conscious DC Market

DC plan sponsors are more cost-conscious than ever. Consequently, a growing number of plan sponsors are requesting fee reductions or initiating review of other plan providers. In order to grow their market share, providers must be prepared to justify their fees and highlight the aspects of their business that plan sponsors value most.

Ethnography: Removing Barriers and Making the Most of Insights

Ryan Dawson of Eli Lilly and Katarina Johnson of Market Strategies share a case study about the uncommon power of ethnography, provide tips regarding compliance and offer proven ways to embed the insights throughout your organization.

Finding Your Niche in the Institutional Marketplace

Institutional investors are reexamining their portfolios and reassessing their use of different asset classes, investment products and asset managers in reaction to the uncertainty in the US and global financial markets. But the needs, perceptions and behaviors of institutional investors vary dramatically by asset size and category.

The 2015 Business Customer Champion Results

This is the first readout of our Utility Trusted Brand & Customer Engagement: Business study. Find out where your utility stands among business customers.