U.S. Institutional Distribution Dynamics 2025
The Evolving Relationship Between Institutional Investors and Asset Managers
- Discover how sales and service teams are evolving to meet the demands of institutional clients
- Understand the top factors institutional investors consider when selecting an asset manager for an investment mandate
- Evaluate how institutional sales and client services teams are using technology and artificial intelligence to provide efficiencies and better service to their clients
- Learn about emerging demands for portfolio allocations
$21,500
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Summary
This new research report explores how institutional sales and service teams distribute investment products and differentiate to provide top client service. The report includes sizing of the addressable market for direct sales and consultant-intermediated assets (excluding OCIO assets). The research examines the capabilities, characteristics, and mindset of top asset managers, as well as how institutions want to be engaged and what additional services are most valued by these clients. Additionally, it covers how artificial intelligence (AI) is reshaping roles within sales and services teams. Lastly, it will cover trends in portfolio construction approaches and institutions' expected shifts in asset allocation.
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