COVID-19: U.S. Asset Owner and Allocator Perspectives
August 20, 2020
How has COVID-19 reshaped U.S. institutional and retail asset management and what does the future hold for the industry?
Presented by:
Brendan Powers, CFA
Director
Bio →
Brendan Powers, CFA
Director
Brendan is co-head of Cerulli’s Product Development and Institutional practices.
The Product Development practice focuses on trends related to asset managers’ product strategy, development, and management functions. This broadly includes assessing the opportunity for product line expansion, evaluating emerging product trends, assessing optimal pricing strategy, and understanding distribution and product positioning for investment products across retail and institutional channels.
The Institutional practice specializes in research and consulting related to institutional asset owners, including defined benefit plans, endowments, foundations, insurance companies, and healthcare organizations as well as third-party allocators including consultants and outsourced chief investment officers (OCIOs).
Full biography here.
Christopher Swansey
Associate Director
Bio →
Christopher Swansey
Associate Director
Christopher is an associate director on the institutional team where he leads the annual Outsourced Chief Investment Officer (OCIO) report and supports various strategic consulting projects throughout the year. He has previously led the annual Institutional Markets and Insurance General Accounts reports. He also leads the Institutional Investor Research Collaborative (IIRC), a research effort focused on connecting with and learning from institutional investors.
Christopher was a Senior Analyst at Mercer working within their executive compensation consulting practice before joining Cerulli in 2018.
Full biography here.
Summary
How has COVID-19 reshaped U.S. institutional and retail asset management and what does the future hold for the industry? Join Cerulli for a timely look at where the industry is today—nearly six months into the global pandemic—and where to expect consolidation, growth, and innovation across asset owner and allocator segments as well as investment product trends.
This presentation addresses:
- The long-term effects of the pandemic across the spectrum of asset owners and allocators.
- Digital technology adoption and considerations for talent and client acquisition strategies among financial advisors and broker/dealers.
- What the future holds for the outsourced chief investment officer (OCIO) model and investment consultants.
- A review of mutual fund and exchange-traded fund (ETF) assets and net flows from January–July 2020, including a deeper dive into asset classes and asset manager perspectives.
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