The New Asset Management State of Play

How Managers Will Drive Growth in an Unpredictable Market

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About This Report
Staggering client losses will force asset managers to bring forward strategies to better meet client demands through their product sets and client servicing.
Table of Contents

Executive Summary

Tumbling revenues and client returns are forcing US asset managers to react to long-standing margin and client experience pressures. Leading players will laser in on only the most in-demand products instead of covering all bases. And strategies to boost client experience will swell in importance.

3 KEY QUESTIONS THIS REPORT WILL ANSWER

  1. What are the top trends in the US asset management space?
  2. How will the market downturn impact asset managers’ priorities across their product sets, key distribution channels, and client servicing?
  3. What key strategies will leading asset managers put in place to ride out market turbulence and grow assets under management (AUM)?

WHAT’S IN THIS REPORT? We outline the factors behind key trends affecting US asset managers’ product sets, distribution channels, and client servicing activities. And we spotlight the key growth strategies that leading asset managers will adopt to drive AUM growth.

KEY STAT: Retail investors will flock to products that can deliver the personalization they crave: Global direct indexing AUM (12.4%) will grow at a faster annualized pace than ETFs (11.3%) and mutual funds (3.3%) between 2021 and 2025.

Here’s what’s in the full report

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5expert perspectives

Insights from industry and company leaders.

    Table of Contents

    1. Executive Summary
    2. Key Points
    3. Asset Managers Must Align Offerings Around Client Demands as Returns Falter
    4. Evolving Products and Services
    1. Rethinking Distribution Channels
    2. Enhancing the Client Experience
    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
    J.P. Morgan Asset Management
    CEO, Financial Supermarkets Divisions
    Interviewed June 27, 2022
    Jennifer Sireklove
    Parametric
    Managing Director, Investment Strategy

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    authors

    Michael Tattersall

    Contributors

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