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Webinar Recording

The Future of Customization in Asset Management

July 18, 2023

How are asset managers responding to investor demand for advanced levels of portfolio customization across the retirement and retail markets? Where are the overlaps between the channels? What are the opportunities and considerations managers should weigh?


This session addresses how customization will shape product development efforts across the retirement and retail investor channels for the foreseeable future and share projections for demand, adoption, and differentiation.


Key points:

  • Where do asset managers see the best opportunities for differentiation?
  • What is the role of technology?
  • What asset thresholds make sense for customization?
  • What do asset managers and sponsors believe are the best use cases for direct indexing by investor type and asset class?
  • How is customization driving retirement participant engagement and what is the outlook for personalized investment solutions in retirement plans?

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