Casey Quirk

Perspectives

Perspectives on investment management

Casey Quirk reports on asset management

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Distribution 2.0: How technology will redefine relationships with asset management clients


The role of technology in asset management is fundamentally transforming the worldwide distribution of goods and services. This white paper explores four key considerations for asset managers of tomorrow. By embracing distribution technology, you can deliver efficiency and a better client experience that will help you acquire and retain more business.

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Industrial evolution: Securing profitable growth in tomorrow's asset management industry

Explore the root causes and necessary elements of effectively transforming today’s asset managers into tomorrow’s market leaders—growing valuable franchises that attract clients and shareholders.

Leadership in times of plenty: Future winners in China's asset management industry (English version)

China's asset management industry is undergoing rapid growth—the Middle Kingdom will single-handedly account for nearly half of all global flows going forward. As competition intensifies and onshore investors become more discerning, clear winners will emerge. This paper outlines five business models—China Champion, Global Leader, Pan-Asia Alternatives Specialist, China Distribution Specialist, Bespoke Virtual PM—that will come to dominate the industry, and the key building blocks for each.

Leadership in times of plenty: Future winners in China's asset management industry (Chinese version)

百舸争流,奋楫者先:未来中国资产管理行业的领航者

概述: 中国资产管理行业正在经历着快速的增长——未来仅中国一国的资产净流量,便与其余全球市场的净流量总和相当。随着竞争愈加激烈,本土投资者愈加挑剔,资管行业将会逐渐产生真正的赢家。本文主要阐述了五种未来将会主导资管行业的商业模式:国内巨头、全球领导者、泛亚另类投资专家、国内销售专家、定制虚拟投资管家,并分析了其各自所需的发展基

Skill through scale? The role of M&A in a consolidating industry

Deteriorating economics, distributor consolidation, the need for new capabilities, and a shifting value chain are combining to set off an accelerated and different round of merger and acquisition (M&A) activity in the investment management industry.

Survival of the fittest: Defining future leaders in asset management

Asset management executives worldwide have long been the beneficiaries of a lucrative and benign operating environment. The resulting broad growth rewarded many asset managers, even those with functional deficiencies in strategic plans and operating models. Now, however, the industry faces a reckoning driven by two primary factors: costs and consumers.

The roar of the crowd: How individual investors transform competition in asset management

Asset management remains a vibrant, lucrative financial services industry, but it already shows signs of maturing, including more fee pressure and less operating leverage. Increasingly the same competitive dynamics that shape other financial services industries will affect asset managers: intensifying rivalry among too many players with similar value propositions, resulting in consolidation and disruption.

New arrows for the quiver: Product development in a new active and beta world

Investors worldwide will fund a $4 trillion transition to new active strategies and a $1 trillion boost in passive investments over the next five years, partly by redeeming $2 trillion-plus in benchmark-tracking strategies. Product development consequently has become a critical success factor for investment managers.

Retooling US intermediary sales: New advisor targeting strategies

Financial advisors are using new methods to build client portfolios resulting in four new archetypes of financial advisors, with distinct and divergent needs. The growth of these emerging archetypes is driven by a secular shift toward outcomes, more investment strategies, and fee-based compensation.

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