U.S. Asset Management Distribution: The Changing Costs of Doing Business
October 15, 2020
While the world grapples with both the health and economic impact of COVID-19, asset management distribution teams find themselves at a pivotal crossroads.
Ed Louis
Associate Director
Bio →
Ed Louis
Associate Director
Ed is an associate director in Cerulli’s Wealth Management practice and leads research for the U.S. Intermediary Distribution report. His research focuses on distribution strategies for retail asset management products sold through financial advisors, advisor product use, and portfolio construction trends.
Prior to joining Cerulli Associates, Ed worked as an internal wholesaler at Wells Fargo Asset Management. There, he spent nearly a decade working with financial advisors in the wirehouse, independent broker/dealer, and RIA channels.
Full biography here.
Summary
While the world grapples with both the health and economic impact of COVID-19, asset management distribution teams find themselves at a pivotal crossroads. As distribution executives plan for the next five years, they will have to weigh opportunity costs and reallocate distribution resources. Join Ed Louis, senior analyst, for an understanding of how the rules of engagement have changed for asset managers and how they can realign distribution resources to optimize strategic marketing costs.
This presentation addresses:
- Examine the impact of rising strategic partnership costs on asset manager distribution
- Understand the short- and long-term effects of operating during the COVID-19 pandemic on distribution strategy
- Assess implications of fee-awareness and vehicle proliferation for advisor product use
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