2. What will an asset
manager look like
in 2025?
Business savviness combined with
the ability to forge trust, master mass
customization, embrace industrial strength
technology, and conquer workforce shifts.
3. Do you have the capabilities
and expertise to thrive in 2025?
Brand and purpose
are important
differentiators
Product distribution
and value chain will
transform
Customization for the
masses will define the
next five years
Investment products
and strategies are
expanding
Here’s what asset managers told us in our research:
Technology will lead the
transformation
Sales, marketing and
distribution overhauled
Investment strategy
and products will evolve
95%
Technology, data and
digital capabilities will
become differentiators
76%
Investment capabilities
becoming more
important than products
91%
97%
80%
83%
4. Thriving in this moment
will require ambitious
leaders who are not content
to simply return the business
to what it was, but willing
to up-end convention
and create their future.
5. Extend and deepen
your brand strategy
Transform sales and
distribution to create
hyper-relevant customer
experiences
Design products
with client-focused
outcomes
Generate alpha
through enhanced
investment capabilities
Reinvent investment
operations for a
customer-centric world
Boost innovation and
agility with your talent
and culture strategy
06
03
05
02
04
01
Take a 360° approach to
redefine your business in 2025
6. Extend and deepen
your brand strategy
Because it’s not just what
you sell; it’s who you are.
Tell a compelling story
that clearly defines
and differentiates your
brand and purpose.
01
7. Design products with
client-focused outcomes
Investor preferences
are changing. It’s time
to adapt your portfolio
and embed client-focused
and ESG strategies.
02
of asset managers said purpose investing
will grow over the next five years.
79%
8. Transform sales and distribution to create
hyper-relevant customer experiences
03
Get future-ready by using
technology and data to
reimagine client interactions
and build trust.
9. Generate alpha through enhanced
investment capabilities
Forge a path toward to new
alpha by turbo-charging your
decision making with AI and
harnessing alternative data
to enhance due diligence.
04
10. Reinvent investment operations
for a customer-centric world
Achieve optimal operations
capabilities by shifting
towards value-generating,
client-centric processes
and focusing on technology,
data and scale.
05
of asset managers believe they must radically
restructure and redefine investment operations
to focus more on competitive differentiators.
85%
11. Boost innovation and agility with
your talent and culture strategy
New products, brand and enhanced
operations strategies require new
skillsets and an adaptive culture.
Ensure the right skills are in place
in the right numbers.
06
of asset managers believe they will need
to focus more strongly on data science.
56%