blog

Blogs Within Asset Management

by Anu

For over two years, kasina told clients to consider using blogs for disseminating insights, both internally and with clients. Often, we're met with keen interest and little use. Our e-Business clients cite regulatory precaution that stops the development of a blog.

Well, in recent meetings with three different firms, e-Business executives shared 2009 online initiatives. In all cases, blogs were cited as key projects. Two firms asked to remain anonymous and they are using blogs in an unprecedented manner to further integrate Sales and the Investment Team. No doubt, these sales forces will answer advisor questions faster; wholesalers will make more needs-based assessments (an important insight from kasina's most recent report); and investment teams will feel less removed from the hand-to-hand combat facing wholesalers.

At Fidelity, the new advisor portal will provide a blog - though controlled - to registered advisors. The firm plans to start with content about the firm's investment philosophy in the blog, and then move to product information and commentary. E-Business has compliance approval for the blog, and will have a compliance/legal review processes in place. Compliance/legal will review all posts before posting onto Fidelity.com.

What's your next move? How will you close the gap between the Investment teams and your sales force and end-users?