Value proposition – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Tue, 28 Nov 2023 15:49:32 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Value proposition – Investment Executive https://www.investmentexecutive.com 32 32 In uncertain times, value stocks remain relevant https://www.investmentexecutive.com/soundbites/equities/in-uncertain-times-value-stocks-remain-relevant/ Tue, 28 Nov 2023 18:01:35 +0000 https://www.investmentexecutive.com/?p=476045 Caroline Edwards of Putnam Investments says value serves a balancing function when economies are teetering between growth and contraction

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]]> Funds falling short on value for investors, U.K. regulator says https://www.investmentexecutive.com/news/from-the-regulators/funds-falling-short-on-value-for-investors-u-k-regulator-says/ Thu, 10 Aug 2023 17:38:13 +0000 https://www.investmentexecutive.com/?p=469889 FCA says there's work to be done in terms of ensuring value and enhancing competition

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]]> Don’t let negative returns result in negative client meetings https://www.investmentexecutive.com/inside-track_/susan-silma/dont-let-negative-returns-result-in-negative-client-meetings/ Wed, 01 Mar 2023 20:00:58 +0000 https://www.investmentexecutive.com/?p=461265 Here are six ways to demonstrate value to clients

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]]> As fund firms give themselves top marks, regulators cringe https://www.investmentexecutive.com/news/from-the-regulators/as-fund-firms-give-themselves-top-marks-regulators-cringe/ Tue, 06 Jul 2021 19:15:10 +0000 https://www.investmentexecutive.com/?p=424862 An FCA review has found fund managers' self-assessments are sadly lacking

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]]> Develop your unique value proposition https://www.investmentexecutive.com/in-depth_/special-reports/develop-your-unique-value-proposition/ Mon, 29 Jan 2018 16:35:55 +0000 https://www.investmentexecutive.com/?p=345380 Catering to all clients may seem like a good path to growth, but carving out a specialization can be a more effective approach

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]]> Convey your value in a compelling fashion https://www.investmentexecutive.com/building-your-business/practice-management/convey-your-value-in-a-compelling-fashion/ Mon, 29 Jun 2015 19:20:00 +0000 https://www.investmentexecutive.com/uncategorized/convey-your-value-in-a-compelling-fashion/ In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses the keys for demonstrating your value to clients in a post CRM2 world. He highlights common pitfalls in communicating value and explains what you must avoid.

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]]> Competing with the DIY alternatives https://www.investmentexecutive.com/in-depth_/special-reports/competing-with-the-diy-alternatives/ Thu, 06 Nov 2014 16:50:00 +0000 https://www.investmentexecutive.com/uncategorized/competing-with-the-diy-alternatives/ Four ways to demonstrate your value to clients

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]]> Five questions to ask your clients https://www.investmentexecutive.com/building-your-business/practice-management/five-questions-to-ask-your-clients/ Mon, 03 Nov 2014 15:35:00 +0000 https://www.investmentexecutive.com/uncategorized/five-questions-to-ask-your-clients/ The most effective way to test your value proposition is to survey those who know it best

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]]> List your value to clients https://www.investmentexecutive.com/in-depth_/special-reports/list-your-value-to-clients/ Wed, 11 Jun 2014 15:40:00 +0000 https://www.investmentexecutive.com/uncategorized/list-your-value-to-clients/ When your clients completely understand your services, your perceived value to them increases

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]]> Redrawing your value proposition https://www.investmentexecutive.com/in-depth_/special-reports/redrawing-your-value-proposition/ Mon, 21 Jan 2013 20:45:00 +0000 https://www.investmentexecutive.com/uncategorized/redrawing-your-value-proposition/ Clearly define your purpose in order to differentiate yourself from the competition

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