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Q2 2023

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.

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Timely Insights to Inform Your Business Strategy

COV Asia Q2 2023


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.

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COV Europe Q2 2023


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?

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COV US Q2 2023


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.

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Previous Issue

COV US Q1 2023

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.

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COV Asia Q1 2023

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.

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COV Europe Q1 2023

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.

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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.

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