Over the last decade, the asset management industry has been undergoing a significant structural transformation, reshaped by investor demand, geopolitical shifts, product innovations, regulatory changes, and new technologies.
This paper examines four key industry trends that are driving asset managers and service providers to rethink their strategies to create and deliver value via their products/services and business models to remain competitive and enable profitable growth.
- Continued Shift Away From Mutual Funds - Growth and Emerging Complexity
- Continued Expansion of Alternatives and Convergence of Alternatives and Retail/Registered Strategies
- Global Fund Expansion
- Technology Modernization and New Service Models
The firms that act decisively by modernizing infrastructure, embracing data-centric models and aligning with these structural shifts will define leadership in the next era of asset management.
Read the Full Article
92% of Employees Want Guaranteed Income. Are You Ready to Deliver it?
December 5, 2025
The in-plan annuities market represents one of the most significant untapped opportunities in retirement planning, with 92% of participants wanting employer offerings despite only 3% current market awareness.
Evaluating AI Through the Outcome Index (OI): Turning Clarity Into Measurable Impact
December 5, 2025
Despite major AI investments, enterprise adoption is still limited, less than 5% of deployments achieve sustained impact, according to MIT.
Recordkeepers: Are You Ready to Build the Future of In-Plan Annuities?
December 2, 2025
The in-plan annuities market represents one of the most significant untapped opportunities in retirement planning, with 92% of participants wanting employer offerings despite only 3% current market awareness.
Leverage the $9T In-Plan Annuities Opportunity - Before Your Competitors Do
December 1, 2025
The in-plan annuities market represents one of the most significant untapped opportunities in retirement planning, with 92% of participants wanting employer offerings despite only 3% current market awareness.
