Making Data Work – Instead of You Working on Data

Learn to harness the true potential of data with our upcoming webinar, "Making Data Work - Instead of You Working on Data," Tuesday, December 19th.     In this session, we will explore data and analytics elements that go beyond the math and the technology, and focus more on the human and practical aspects of […]

Microsoft Copilot Studio: How AI is Boosting Speed to Knowledge in Asset Management Firms – HSO and Microsoft Webinar

What does a better customer experience look like for you? How does operational efficiency improve your day?   As the asset management industry pivots towards innovative AI solutions, Microsoft Copilot Studio emerges as a natural language interface that allows your internal and external customers access to existing data and knowledge bases, increasing operational efficiency and […]

2024 Spring SME Forum – Delivering Actual Intelligence: Pursuing Business Value

Charlotte, NC

Location:  Charlotte, NC Registration Is Closed (5/7/2024) We are kicking off a multi-forum topic that will we will pursue into 2025.  While we don’t want to make it about “Artificial Intelligence”, unlike at our April 2023 Forum in Scottsdale, there was a significant change in receptiveness from the membership to explore AI (and we will […]

Institutional Trends Quarterly Webcast: June 2024, Nasdaq eVestment

Webinar

Each quarter,  Nasdaq eVestment mines its data to brief traditional managers on the most recent trends in the global institutional market. This quarter’s webcast will cover:   Get This Quarter’s Analysis on Institutional Trends: Asset class return recap How institutional assets are moving Focus areas in research conducted by asset owners & Mercer The state […]

2024 Global SME Forum

DoubleTree by Hilton London - Tower of London, 7 Pepys St, London EC3N 4AF, United Kingdom , United Kingdom

About this Global SME Forum: We are kicking off a multi-forum topic that we will pursue into 2025.  While we don’t want to make these about “Artificial Intelligence”, unlike at our April 2023 Forum in Scottsdale, there was a significant change in receptiveness from the membership to explore AI (and we will use this term […]

WalletShare Activity Consortium Webinar – SS&C

Webinar

As discussed at the recent SME Forum in Charlotte, NC, the Activity Breakout Session had several topics that were top of mind for distribution intelligence leaders: Are Financial Advisors taking meetings? Activity share, is it what you expect? Rankings at the asset manager level & firm level. How many data points are gathered per interaction? […]

Unlocking the Untapped Potential of Data with AI: Turning your data into your most powerful asset: The SME Forum and HSO

Webinar

Asset managers are inundated with data from a myriad of sources—internal, external, and everything in between. Yet, despite the abundance of this data at their fingertips, many firms struggle to harness its full potential, leaving valuable insights on the table that can lead to improved business outcomes.Join us for an insightful webinar, “Unlocking the Untapped […]

Quarterly Trends Briefing: September 2024, Nasdaq eVestment

Each quarter,  Nasdaq eVestment mines its data to brief asset managers on the most recent trends in the global institutional market. This quarter’s webcast will cover:   A look at the most recent trends in the institutional market globally, including: Where assets are moving and the key flow drivers by universe and geography Where abrupt […]

Unlocking Generative AI in Asset Management with AWS

Join our upcoming webinar to discover how AI and Generative AI can transform the asset management industry, with experts from AWS, The SME Forum, and Vertical Relevance sharing real-world examples and actionable strategies. Learn how these innovative technologies can benefit both your business and technology teams, with an interactive Q&A to engage directly with our […]

Webinar: Maximizing Distribution Intelligence in 2024!

Webinar

Webinar: Maximizing Distribution Intelligence in 2024! Olmstead is back with insights from their latest 2024 Distribution Intelligence Survey, building on key findings from 2022 and sharing what has changed as well as where the industry is trending. Join us as we explore how the landscape has evolved, the increasing role of AI, and where companies are […]

Private AI Will Rock Your World

Webinar

Join us for an insightful webinar on AI Governance, led by Alec Crawford, Founder and CEO of Artificial Intelligence Risk, Inc. Building on the success of his presentation at the 2024 Spring FSME Forum in Charlotte, NC, this session will dive deeper into practical strategies for managing AI effectively. As more organizations adopt emerging AI […]

2024 Fall SME Forum: Innovation as Art: Evolving to Improve

Kansas City Marriott Country Club Plaza 4445 Main Street, Kansas City, MO, United States

2024 Fall SME Forum:  “Innovation as Art: Evolving to Improve” About this Forum We are kicking off a multi-forum topic that we will pursue into 2025.  While we don’t want to make these about “Artificial Intelligence”, unlike at our April 2023 Forum in Scottsdale, there was a significant change in receptiveness from the membership to […]