U.S. Investment Consultants 2022
Expanding Institutional Service Models to Additional Clients
- 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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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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