Corner Office Views
July 13, 2023
For financial services leaders across the globe, product development and distribution strategies are changing quickly. Where are the greatest opportunities and challenges? This quarterly edition of Cerulli’s Corner Office Views focuses on the emergence of distribution digitization in Southeast Asia and its increased reach to retail investors; rising demand for private assets among allocators in Europe; and advisor technology growth and adoption challenges in the U.S.
Latest Issue
Timely Insights to Inform Your Business Strategy
ASIA
Fund Distribution in Southeast Asia
Asset managers are expanding their reach of retail funds through distribution digitization. This article explores opportunities for differentiation and expansion.
EUROPE
Europe and Private Assets
2022 proved to be another positive year for private assets as a whole, and Cerulli’s view is that this is set to continue in 2023. What asset classes are set to see the most demand in the next 12-24 months?
UNITED STATES
The Challenges and Opportunities of Wealth Management Technology
Technology can help advisors achieve a wide range of business objectives, as indicated by more than 90% of advisors polled by Cerulli. However, getting advisors to effectively learn and adopt technology is a challenge wealth managers and tech providers must overcome.
LEARN MORE
Previous Issue
U.S. ESG in 2023: A Snapshot
75% of asset managers cite that clients’ belief that ESG is mainly driven by political views is at least a moderate challenge to increasing client receptivity of ESG issues, up from 49% in 2021. To alleviate investor skepticism, asset managers need to discuss the merits of ESG and sustainable investing with their clients.
Climate Focus in Asia
Regulators, governments, and non-profit organizations have been calling for collaboration between private and public entities to explore the investment opportunities emerging from energy transition. Over half (57%) of asset owners show interest in collaborating for climate-related investment opportunities.
Biodiversity Investing in Europe
The market for biodiversity-themed equity strategies will grow significantly over the coming years. 57% of asset owners plan to invest in broad thematic ESG strategies with a biodiversity focus in the next 12 to 24 months and 49% of asset managers plan to launch such strategies.
STRATEGIC CONSULTING & CUSTOM RESEARCH
Cerulli Consulting
Understand where to allocate resources to achieve your objectives. We can help you determine which initiatives are likely to be successful and those that may not achieve the desired effect. In an increasingly competitive market, our objectivity and experience can help you to advance your firm’s unique strengths.