Filter By
Industries
Regions
December 2, 2024
Specialist managers dominate private markets
Specialist managers excel in private markets, while diversified firms leverage strong brands to dominate retail alternatives. With rising competition, the landscape is shifting as firms expand product availability and outreach.
November 27, 2024
Asset management tailwinds
Today’s winning asset managers differentiate themselves by contemporary products, captive distribution, and a strategic focus on core capabilities despite a challenging marketplace.
July 17, 2024
Understanding DC Advisors’ preferences
Recordkeepers face a complex challenge in addressing both the explicit and implicit preferences of DC Advisors. Advisors often say they prioritize factors like recordkeeping compliance, communications, participant services, and technology. However, the real drivers of their decision-making tend to be related to strong support in sales and practice management.
July 4, 2023
Traditional asset managers well placed to gain from retail shift to alternatives
Specialist alternatives managers have taken the lion’s share of alternatives inflows and enjoyed the associated high margins, but the shift to focus on retail demand for alternatives plays right into the hands of traditional asset managers.
June 27, 2023
Navigating retail channel complexity is key to asset manager growth
Retail channels drive growth and innovation in asset management but developing a clearly aligned product and distribution strategy is critical.
March 3, 2022
Winning the Millennial wealth segment
Hitherto largely ignored by financial professionals, Millennials are growing up and (if nothing changes) will present a $3tn missed opportunity for asset managers.