The 10th annual Global Asset Management Study reveals how client needs, competitive dynamics, and investment behaviors are evolving. Based on insights from 881 US industry participants, this independent research highlights key trends shaping the future— from brand leadership to shifts in asset allocation and the growing influence of alternatives and AI.
2024 US Global Asset Management Study Read More »
The US Insights Partner Report from the 2024 Global Asset Management Study.
Global Asset Management Study… Read More »
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.
Specialist managers dominate private markets Read More »
Today’s winning asset managers differentiate themselves by contemporary products, captive distribution, and a strategic focus on core capabilities despite a challenging marketplace.
Asset management tailwinds Read More »
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.
Understanding DC Advisors’ preferences Read More »
The Voluntary Benefits insurance segment in the US has emerged as a global benchmark for providing scalable solutions tailored to the middle market.
Voluntary Benefits surge in US insurance Read More »
Below is the Canada Insights Partner Report from the 2023 Global Asset Management Study. Please scroll down to view more.
Global Asset Management Insights Read More »
Canadian Group Retirement Study 2023
Étude sur l’épargne-retraite collective au Canada Read More »
Canadian Group Retirement Study 2023
Canadian Group Retirement Study Read More »
In the dynamic realm of US Group Life & Disability insurance, insurers continuously adapt to challenges. Key priorities include modernising technology, embracing data analytics, and understanding customers.
Group insurer priorities revealed Read More »
