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
Buy Now
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.
Included with Purchase
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.
Executive Summary
Get the most important report findings distilled in an easy-to-understand and highly visual format before you begin your journey through the report or use it as a tool for senior leadership.
Interactive Report Dashboard
Access consolidated data from multiple report exhibits in a single comparative view. Flexibly build your view of data with customizable filters and share the results in a format that meets your requirements.
Analyst Support
Got a question? Our analysts are available to help you interpret and analyze key findings as well as provide their perspective on industry trends. Let our experts guide you and your team through the material that matters most with their deep knowledge and perspective of the subjects they cover.
Data Behind the Report
Data is the foundation of our reports. Each study contains nearly 100 exhibits, available to buyers in Excel format. Extract and explore Cerulli’s data and analysis your way.
Digital Access
Access your reports digitally anytime, anywhere, on any device through our client portal.
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.
contact us
Want More Information?
Learn more about this report and related Cerulli research.
Contact Us
You May Also Be Interested In
- Annual report
- The Cerulli Edge
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.