Winslow Capital Group, LLC - Are you Considering Open Architecture?

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A Significant Challenge: Deciphering Open Architecture

In this environment of cost control and reduced earnings, banks are facing unending competitive pressure. Clients expect top-notch service and consistently excellent investment performance all priced at a competitive fee. If you find yourself asking, "how do I reengineer to build a scalable model while maintaining standards of excellence and controlling my overhead," you are a potential client for Winslow Capital Group, LLC.

Within the context of bank-based, investment management, it is difficult to deliver a full spectrum of investment management services, remain competitive and profitable, and project an image of a full service financial institution. One of the areas where many banks are most lacking is their ability to differentiate their professional services when compared to other banks, brokerages, investment advisers and financial planners. It is very easy to become perceived as a commodity where "one bank is as good as another" and competitors are willing to cut prices and run profit margins into the ground. Unfortunately, the only variable to compete upon once you become a commodity is price. One of the ways to address maintaining standards of excellence, at an affordable overhead, is to build a reasonably inexpensive, outsourced investment capacity that is scalable and is based on open-architecture. This additional feature does not have to be a replacement for your core investment discipline and is often used as a complement to help differentiate a bank's investment prowess. This is the future of significant asset gathering within our business since it allows you to enhance your competitive position while avoiding the internal, infrastructure to do it. Open architecture through one of its current forms -- SMA / UMA / Overlay / UMH / TAMPs / Point Solution Models -- will become the norm in the bank trust and wealth management industry. It is not if you do it but rather, when and how well.

One of the most difficult distinctions for a competitor to replicate is a credible, long-term record of investment performance at a competitive price. Helping your organization best utilize open architecture solutions is one of the best ways to remain competitive, gather new assets and control overhead.

There are many ways to build an open architecture solution … and there are significant distinctions between the different methods. How will you find the right open architecture solution? What are the implications of making the wrong choice?

In addition to all of your other responsibilities, how much time do you have to take on a new project only using internal resources?
If you enter "open architecture investments" in your web browser, how many hits do you get? 400,000, 500,000? Too many to know where to begin?
What will you do if your competitor has a lower cost structure than you do?
Will a salesperson representing his platform tell you anything other than his is the best fit for your organization?
Which "state" of open architecture is right for your organization? SMA, Overlay, UMA, UMH?

Cut through the sales hype and find solutions. Work with an independent that sits on your side of the table.

If you are considering open architecture -- whether through SMA / UMA / Overlay / UMH / TAMPs / Point Solution Models -- to enhance your asset gathering and provide your clients with access to investment excellence, Winslow Capital Group, LLC brings the resources and professional experience to the table to deliver an open architecture solution. We are in a position to assist you in navigating the vast range of options including, manager selection and monitoring, vendor pricing, performance & attribution and positioning in developing an open architecture solution.

The investment management business is dynamic. What you structure today, you must monitor and adapt to change as necessary. We will work with you to build and maintain a competitive, efficient process based on industry best practices. Winslow Capital Group, LLC is an independent firm offering ongoing, informed expertise and customized solutions.