U.S. Investment Consultants 2022
Trends in the New Hybrid Work Environment
Leveraging Intermediaries
- Examine the evolving needs of each institutional client segment (e.g., defined benefit, defined contribution, endowments and foundations, and insurance general accounts)
- Explore how traditional models have been modified and scaled to reach out to smaller institutional clients
- Evaluate how asset managers can collaborate with consultants to meet institutions’ expanding needs and grow assets
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Mason Gillespie
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Summary
Gain an overview of the evolving institutional investment consulting industry and the trends reshaping the consultant business model. This report examines the evolving needs of each institutional client segment (e.g., defined benefit, defined contribution, endowments and foundations, and insurance general accounts), and how asset managers can partner with key gatekeepers to meet institutions’ changing needs.
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A Note from the Author
Rising Demand for Investment Consultants
Laura Levesque, CFA
Director
Bio →
Laura Levesque, CFA
Director
Laura has over 15 years of institutional investment management industry experience. She is a member of the Institutional practice, where she leads research for two annual reports. Her focuses are institutional investment solutions including OCIO, and sales and services models. Her experience and knowledge of the institutional asset management space provide a directional framework to ongoing consulting projects. She also regularly contributes to The Cerulli Edge series.
Prior to joining Cerulli Associates, Laura held equity research, product, and analytics roles at Columbia Threadneedle and MFS Investment Management. She is a CFA charterholder and member of the CFA Society Boston.
Full biography here.
As asset owners address increased complexity of portfolio management, incorporate ESG into their portfolios, and mitigate ongoing market volatility, they are seeking services offered through investment consultants.
Our research finds one-third (35%) of asset owners are likely to start using or increase their use of investment consultants. More than half of asset owners (53%) expect to use investment consultants over the next two years at roughly the same rate they are using them today. About 13% expect to use them more often, with a significant minority (22%) expecting to begin using an investment consultant for the first time.
Investment consultants provide services that go far beyond identifying investment options and conducting due diligence. Even smaller clients that typically do not use consulting services are likely to see value in their expertise as the markets and the investment landscape grow more complex. Re-evaluating asset allocation (77%), portfolio risks (67%), portfolio holdings (69%), and capital markets expectations (68%) are topics that are expected to be discussed with investment consultants in 2022.
Learn more in our latest report, U.S. Investment Consultants 2022: Trends in the New Hybrid Work Environment.
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