The Asset Management Ecosystem

How US Market Turmoil Is Changing Client Acquisition and Servicing

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About This Report
Market turmoil and shifting client demands are forcing US asset managers to evolve their products and services. Asset managers need to overcome their lack of digital maturity to deliver personalized products and an enhanced client experience.
Table of Contents

Executive Summary

US asset managers are at an inflection point: Market turmoil will exacerbate acquisition and retention threats that are already stemming from a lack of brand awareness and evolving client preferences. Yet opportunities to stand out from the pack and deliver an enhanced client experience remain—for asset managers that accelerate digitization.

3 KEY QUESTIONS THIS REPORT WILL ANSWER

  1. Who are the key players in the US asset management ecosystem?
  2. What’s threatening asset managers’ ability to attract and retain clients?
  3. How can digital solutions and other strategies optimize acquisition efforts and drive client loyalty?

WHAT’S IN THIS REPORT? We lay out the key players in the US asset management ecosystem, discussing how they interact with each other as well as the end investor. We then spotlight threats to asset managers’ acquisition and retention efforts—and how digital capabilities can help them overcome these challenges.

KEY STAT: Asset managers that can distinguish their brands from competitors’ will drive client acquisition—but only a quarter of North American asset managers believe they have a differentiated brand, per a May 2021 Accenture report.

Here’s what’s in the full report

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5expert perspectives

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    Table of Contents

    1. Executive Summary
    2. Key Points
    3. Market Turbulence Means Asset Managers Need to Rethink Acquisition and Retention
    4. Who’s Who in the Asset Management Ecosystem
    1. What’s Affecting Asset Managers’ Client Acquisition Strategies
    2. What’s Affecting Asset Managers’ Client Retention Strategies
    3. Insider Intelligence Interviews
    4. Read Next
    1. Sources
    2. Media Gallery

    Interviewed for This Report

    Tim Clift
    Envestnet
    Chief Investment Strategist
    Interviewed June 7, 2022
    Jed Laskowitz
    J.P. Morgan Asset Management
    Global Head of Asset Management Solutions
    Interviewed May 16, 2022
    Jeff Masom
    Franklin Templeton
    Head of US Distribution
    Interviewed June 8, 2022
    Cheryl Nash
    InvestCloud
    CEO, Financial Supermarkets
    Interviewed June 27, 2022
    Jennifer Sireklove
    Parametric
    Managing Director, Investment Strategy
    Interviewed May 31, 2022

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    authors

    Michael Tattersall

    Contributors

    Tyler Brown
    Senior Analyst
    Eleni Digalaki
    Principal Analyst
    Daniel Ramirez
    Researcher, Financial Services