The crisis will accelerate the trend toward environmental, social and governance (ESG) investing, with much more emphasis on the social “S”, particularly outside North America...
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No matter how comfortable you felt in a virtual environment prior to the current crisis, by now you are likely much more confident in your own digital fluency...
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As the lockdown gradually eases in many countries, institutional investors are increasingly reviewing opportunistic as well as strategic investment options.
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Amid the current focus on investor innovation in data analytics to gain an edge in their portfolios, there is another area in which asset managers are using analytics to create a competitive advantage: sales.
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The coronavirus has interrupted businesses and made the process of maintaining personal connections more challenging. Asset managers have responded rapidly by shifting...
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Institutional investors have access to a huge flood of investment information and analysis, but cannot possibly consume and make sense of it all. A key question is to decide what they focus on.
We asked institutional investors which asset managers are best-in-class when it comes to leading them through this challenging time.
An initial assessment of how well asset managers have been able to serve their institutional clients through this exceptional period of market dislocation.

2020 Competitive Challenges Conference

Debating the Future of the Asset Management Industry: Defining Your Path to Success

Join senior leaders from the asset management industry at our 17th annual conference!

Date October 6-8, 2020
Location: The Resort at Pelican Hill | Newport Beach, CA

Institutional Market Trends

2019 Asset Allocation Trends – Canada, Japan, United States


2019 Expected Allocation Shifts – Canada, Japan, United States


2019 New Business Development – Canada, Japan, United States


2019 Manager & Product Demand – Canada, Japan, United States


2019 Investor Situations & Needs – Canada, Japan, United States

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