Investment management 2018: Challenges, predictions, and actions
February 6 | 2 p.m. ET | 19:00 GMT
Host: Jim Eckenrode , managing director, Deloitte Services LP
1 Overview CPE credit | Specialized Knowledge
The 2018 operating environment for investment management firms is likely to be difficult with continued fee pressure and shifting customer preferences. What challenges do firms face that are impacting their operating models, what lies ahead, and what actions can they take to respond? We'll discuss:
- Challenges investment managers faced in 2017 and options for growth through action in 2018 with low-fee products or alpha.
- Considerations for reviewing operating models to take out costs and improve agility.
- Incremental or quantum changes to digital services to retain customers and target new or emerging segments.
Participants will explore how investment management firms may manage past challenges as they move forward in 2018.