Executive Summary
This presentation from the annual Competitive Challenges Conference highlights global allocation shifts, use of investment consultants, and other trends regarding institutional preferences and needs. Here are the key takeaways:
- Customize an approach — Address institutional investors’ globally consistent issues while appreciating that differences in organizational structures, regulations, etc. drive how investors respond and what they want from asset managers.
- Evolve to survive — Adapt European offerings and distribution models to align with the increased demand for specialty capabilities at the expense of core asset classes, some of which face extinction.
- Prepare, but be patient — Focus distribution efforts on select asset pools and refine service offerings in preparation for increased outsourcing which may take time to materialize.