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Brief Guide to Asset Management 1.0.0


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About This File

This Brief Guide to Asset Management was designed to help students and young professionals better understand asset management. It contains four sections:

  1. Industry overview
  2. Valuation of asset management firms
  3. Client segmentation
  4. Recent trends

The guide was prepared by Jason Oh, a management consultant at Novantas with expertise in scaling profitability for retail banks (consumer / commercial finance) and diversified financial service firms (credit card / asset management / direct bank).

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