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Asset & Wealth Management
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Asset & Wealth Management: how the sector works
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How the sector works and its value chain
Module
How the sector works and its value chain
4 lessons •
600 XP
available
Lessons
1
The AUM-and-fees engine that powers every asset manager
+150 XP
2
Active versus passive: where the fees and the flows actually go
+150 XP
3
The value chain from manager to distributor to client
+150 XP
4
Fiduciary duty and the conflicts baked into the fee model
+150 XP