Investment management refers to the professional management of various securities and assets to meet specified investment goals. Associated Bank offers investment management services to individual and institutional investors. With over $35 billion in assets under management, Associated Bank Investment Services provides customized portfolio management, retirement planning, brokerage services and more. Its investment products include mutual funds, ETFs, stocks, bonds and alternative investments. This article will provide an in-depth overview of Associated Bank’s investment management business.
Investment philosophy and process of Associated Bank
Associated Bank employs a disciplined investment process based on asset allocation, portfolio construction, and risk management. Its investment philosophy focuses on diversification, risk control, transparency and tax efficiency. The bank has a large team of experienced investment professionals including portfolio managers, analysts and researchers. They leverage both quantitative analysis and qualitative judgement in portfolio management. Associated Bank also partners with world-renowned asset managers such as Vanguard and Dimensional Fund Advisors to provide clients with institutional-level money management.
Key business lines and target clients
Associated Bank Investment Services has several business lines catering to both retail and institutional investors. For individuals, it provides investment advisory, brokerage accounts, trusts and IRAs. For businesses, nonprofits and pension plans, its offerings include 401k plans, cash management, specialty asset management and more. The bank targets high-net-worth individuals as well as small and mid-sized organizations typically with $2-20 million in investable assets.
Competitive advantages
As a subsidiary of Associated Banc-Corp with over $35 billion in assets, Associated Bank Investment Services enjoys strong financial backing and an extensive branch network. Its investment team has decades of experience across different market cycles. Associated Bank also stands out with its client-centric corporate culture, transparent fee structure and high ethical standards – qualities that build trust and confidence among investors.
Future growth plans
Going forward, Associated Bank plans to accelerate its wealth management expansion plans. Its growth strategy focuses on boosting investment capabilities, leveraging corporate client relationships and enhancing digital channels. Geographic expansion also forms a key priority, with an increased focus on major wealth hubs on the East and West coasts of America.
In summary, Associated Bank Investment Services leverages robust investment capabilities, strong corporate backing and client-centric advisory services to provide customized portfolio management solutions. With continued investments in digital innovation and national expansion, the business is poised for strong growth in assets under management over the coming years.