Ask any asset owner what they’re looking for in an asset manager and the first answer is likely to be performance. But asset managers that think performance is the only answer are missing important opportunities to win and retain clients. Client service, especially as it pertains to tracking performance and providing access to data in real time, can make a real difference to asset owners.
In this webcast, panelists discussed the many ways asset managers can work to distinguish themselves from their peers and better serve their clients. Fill out the form to the right to view a recording of the panel.
Steve Doire, CFA, CPA, CPCU
Strategic Client and Platform Advisor, Clearwater Analytics
Steve Doire, CFA, CPA, CPCU
Strategic Client and Platform Advisor, Clearwater Analytics
Steve brings extensive knowledge of the insurance industry, insurance asset management, and general asset management to Clearwater and its clients. He works closely with clients and prospects to help them leverage the capabilities of the Clearwater platform. He also collaborates with platform development teams, clients, and other industry influencers to evolve both the Clearwater system offering and the user experience of Clearwater’s clientele. Steve worked for more than 20 years as a leader in Deutsche Asset Management’s insurance asset management group where helped grow the business from $20 billion to more than $200 billion in AUM, including expansion into global markets. He also worked for a P&C company for several years early in his career.
Eric Tanaka
Director, Financial Reserves Relationship Management, Wellington Management
Rip Reeves
Chief Investment Officer and Treasurer, AEGIS Insurance Services