Global Markets 2020
A Sharper View of the Asset Management Sector
Sharpen Market Views. Steer Expansion.
- Review Cerulli’s proprietary Global Market Rating (GMR) system to assess the attractiveness of 21 major marketplaces across the globe
- Make use of global intelligence necessary to make strategic course corrections
- Gain insight into the future of environmental, social, and governance (ESG) investing
- Understand outsourcing growth expectations, particularly among outsourced chief investment officer (OCIO) and subadvisory models
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Unlock the events and trends that impact asset management globally. This report, published annually, provides regularly updated information regarding Cerulli’s opinions on asset management marketplaces across the globe. Cerulli maintains two levels of coverage in its international research: primary and secondary. Each of the 21 countries receiving primary coverage receives its own country profile. Cerulli maintains a lesser level of detail on several other countries deemed secondary. The primary coverage markets are Australia, Brazil, Canada, Chile, China, France, Germany, Hong Kong, India, Italy, Japan, Korea, Mexico, the Netherlands, Singapore, Spain, Sweden, Switzerland, Taiwan, the U.K., and the U.S.
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Each report is lead authored by a senior Cerulli analyst with significant industry experience. The report incorporates qualitative and quantitative inputs, based on Cerulli’s proprietary research process. Each report is designed to be an expert-level sourcebook for strategic guidance. For more on our research process, click here.
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A Note from the Authors
The OCIO Model & Technology Become Top Agenda Items
Justina Deveikyte, CAIA
Justina joined Cerulli Associates in February 2014 and heads the European Institutional Asset Management research practice. In her role, she is responsible for all research activities relating to institutional investors, the firm’s analysis of alternative investments, the newly created environmental, social, governance (ESG) section, and all data-science-based activities. She also contributes to multiple strategic consulting engagements and The Cerulli Edge series.
Justina is the lead author of several Cerulli reports, covering insurance, retirement, ESG, and alternative investments. Throughout her career, she has successfully developed partnerships with industry associations and has presented at several conferences and events across the Europe.
Prior to joining Cerulli, Justina was a Financial Manager and Global Analyst at Global Food Consulting; she previously has provided professional advice on banking products, including unit-linked insurance and third-pillar pension products at SEB Bank Group.
Full biography here.
Fabrizio leads the European Retail/Wholesale Asset Management research practice, which focuses on analyzing asset management product development trends, investment, operational and marketing strategies, market and distribution dynamics, regulatory changes, and performing market and competitive intelligence in the United Kingdom, Continental Europe, and the Nordics.
Prior to joining Cerulli, Fabrizio served as a Lead Industry Analyst at State Street in London and as a Senior Analyst & Research Editor for the PwC’s Global Market Research Centre in Luxembourg. Previously, he carried out several field-based research projects in emerging and frontier markets for international market research and economic consulting firms, spending almost five years performing economic and industry analyses in several countries in Latin America, Africa, and the Middle East.
Full biography here.
A key trend in many markets around the world is the growth of outsourcing and particularly the subadvisory and outsourced chief investment officer (OCIO) models. Almost 45% of the U.K. insurers and 53% of the French insurers Cerulli surveyed plan to increase their outsourcing of core fixed income over the next three to five years. The same holds true in Asia. Singapore’s Ministry of Home Affairs was reportedly exploring the use of an OCIO in December 2018. Asset owners with fewer assets under management (AUM), such as statutory boards, could benefit from the OCIO structure, which is relatively new in Asia.
Another trend is the increasing use of technology. In Hong Kong, technology is rapidly being deployed to distribute funds and improve investor experiences—particularly younger generations who are used to using applications to gratify demand. New fintech companies are on the horizon and we anticipate they will soon gain marketshare. For more on these key trends, check out the 2020 report.
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