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The future of asset management

May 12, 2021

Meet tomorrow’s asset management leader

95%

of executives agree that an asset manager’s technology, data and digital capabilities will be differentiators in 2025.

80%

of executives state that “customization for the masses” as an investment strategy will define the next five years.

97%

of executives believe that brand and purpose are important differentiators in the asset management industry.

83%

of executives state that their firm is actively looking to expand into new investment products and strategies.

91%

of executives intend to transform their product distribution value chain within the next five years.

76%

of executives state that their investment capabilities will become more important than the products they offer.

A 360° look at asset management in 2025

Brand: You are who your customers think you are

Tell a compelling story about your brand that aligns with customer needs. Follow through on it by making it easy for customers to achieve their goals.

Products: Investor expectations are changing

Extend products and services beyond traditional boundaries. Know your customers and provide innovative offerings that meet their specific needs.

Distribution: Provide hyper-relevant experiences

Reimagine client interactions, create a seamless experience and build trust by breaking down organizational silos supported by data and technology.

Investment capabilities: New tech, new alpha

Pave a path toward better returns with AI, analytics and alternative data. Technology fuels the agility that could keep you ahead of the pack.

Investment operations: Operate intelligently

Build a best-in-breed, innovative technology engine capable of delivering value-generating, customer centric processes at scale.

Talent: Humans + machines work better together

Transform your workplace to deliver a superior, digital age employee and customer experience by blending the best mix of humans and technology.

Don’t wait for change to come…invent it

About the Authors

MIKE KERRIGAN

Managing Director – Capital Markets, Asset Management Lead


GIRARD HEALY

Managing Director – Asset Management


WILLIAM MONAGHAN

Senior Manager – Asset Management


CAROLINE CHAMBERS

Senior Manager – Asset Management​


ROSS TREMBLAY

Senior Manager – Asset Management


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The future of asset management

Take a 360° look at asset management in 2025 to discover the business models, strategies and core competencies needed for competitive advantage.

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Executive summary

5 minute read

Get a quick download on the business models and strategies needed to create client value in 2025.

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