Global Markets 2023
A Changing World
Sharpen Market Views, Steer Expansion
- Review Cerulli’s proprietary Global Market Rating (GMR) system to assess the attractiveness of 22 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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Jared F. Baucom
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Summary
This annual report analyzes the key manufacturing and distribution trends shaping the 22 main asset management markets that make up Cerulli’s global universe. This report includes the Global Market Rating (GMR) system, Cerulli’s proprietary evaluation of the attractiveness of markets around the globe.
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Methodology
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
Never Stop Innovating: Product Development Is Key to Success for Asset Managers
Brendan Powers, CFA
Director
Bio →
Brendan Powers, CFA
Director
Brendan is a member of Cerulli’s Product Development practice, which focuses on trends related to asset managers’ product development and management functions. This broadly includes assessing the opportunity for product development, evaluating emerging product trends, and understanding distribution and product positioning for investment products across retail and institutional channels.
Prior to joining Cerulli, Brendan worked as a Senior Client Associate at Eaton Vance Management, focusing primarily on the firm’s exchange funds.
Full biography here.
Product development and innovation will be vital for asset managers seeking to retain and win business in the coming years as the period of strong asset growth and low interest rates comes to an end. With shifting marketing and client demand, this research examines the top initiatives for managers across regions. Here is our high-level breakdown:
U.S.: In the highly competitive U.S. market, product strategy and innovation are driven by the fact that many investment products are viewed as lacking differentiation. Cerulli believes that, to satisfy the unique needs of investors, asset managers need to deliver more solutions across a broader range of vehicle structures and provide scalable solutions that can be customized at the individual investor level.
Europe: The importance of ESG criteria to Swedish institutional investors means opportunities exist for asset managers that can demonstrate a clear, transparent, and repeatable sustainable investment process. Those that can support innovative and forward-looking approaches to environmental themes will be particularly in demand among smaller pension funds seeking efficient exposures.
Asia: The mutual fund industry in the Asia-Pacific region demonstrated resilience last year, with some growth despite the volatile market environment. Opportunities for managers exist in specialized areas such as responsible investment, wealth management, and alternatives.
Gain the clarity you need to enter and expand into new markets. Our latest report, Global Markets 2023: A Changing World, analyzes the markets, regions, and products that offer the greatest growth potential.
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