Casey Quirk


Perspectives on investment management

Casey Quirk reports on asset management

Digital globe

Featured perspective

Happy together: the asset management industry heads back to the office?

Are you back in the office? For many in asset management, it’s no longer optional. The industry has started to move from gentle encouragement to a mandatory “3 days in, 2 days remote” model. We interviewed leaders to see what’s behind the trend. They revealed what they really think about the future of a five-day, in-office workweek in the asset management industry.

Read the report

Explore Casey Quirk


Integration can be the key to unlocking value in investment management M&A

The economic case for thoughtfully integrating asset managers following mergers and acquisitions is strong. Firms that take a deliberate and strategic approach to integration experience faster growth and higher margins.

It’s not easy being green: Managing authentic transformation within sustainable investing

Given the rapid growth in sustainable investing, clarifying a firmwide approach is critical to investors, regulators, and internal stakeholders. To carry out their ESG strategy, executives and investment leadership will need to evolve their investment process, organizational design, and data.

Data and technology in investment management

Disruptive data and technology trends in investment management are challenging the industry’s leaders. CEOs who are short on internal expertise are facing ballooning costs and a myriad of new applications. As investment management technology moves to the core of the business, CEOs must set a clear vision for how they will drive competitive advantage.

Righting the ship: Transforming active equity for a competitive world

Deep secular shifts in capital markets and asset management’s operating environment are reshaping investment opportunities. How can asset managers improve their economics despite secular headwinds industrywide?

Integrating to add value in asset management M&A

Thoughtful integration can become a primary catalyst for improving enterprise value. This paper explores areas of effective integration opportunities, based on three primary conclusions, to help asset management firms unlock value through selective integration.

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.

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)


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.

Fullwidth SCC. Do not delete! This box/component contains JavaScript that is needed on this page. This message will not be visible when page is activated.