Case Study

From price to worth: Redefining value metrics for asset managers

From price to worth: Redefining value metrics for asset managers

Pages 16 Pages

From price to worth: Redefining value metrics for asset managers BROADRIDGE DISTRIBUTION INSIGHTINTRODUCTION Clients’ perceptions of value are evolving beyond a pure assessment of performance towards a more sophisticated, yet potentially subjective, concept of worth. How can asset managers build a compelling case for the unique value their services offer? CONTENTS Part 1: Where does value lie?.....................................................4 Part 2: Is your price right?.........................................................5 Part 3: Do you and clients see eye to eye?...................................9 Part 4: Building a unique value proposition.................................14 IN THIS WHITEPAPER: • Analysis of the challenges facing asset managers seeking to define their

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