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  4. Aug. 2006

Capital Markets & IT -lakyara

Financial institutions are under constant pressure to reduce costs, improve operational efficiency, adapt to regulatory changes and grow their business. NRI believes that a combination financial knowledge and information technology are crucial to the industry’s growth and development. Through our lakyara reports, NRI identifies the various capital markets and IT issues impacting our clients and the future of their business.
*Organization names and job titles are current as of the publishing dates

Aug. 2006

Retail Business

Bank Sales of Investment Trusts and Diversifying Consumer Needs

Yasutoshi Kaneko

Banks have overtaken securities companies as the leading sellers of investment trusts and now account for 40% of assets under management at these funds. However, there are emerging signs that being a bank no longer guarantees success in this market. As consumer needs grow more diverse, product lineups and the ability to propose products tailored to customer needs may come to figure more prominently in the sales performance of individual lenders.