Research Study Capitalizing on Disruption: Transforming Asset Managers for 2020

Free Report

While many asset managers have benefitted from a largely constructive business environment over the past several years, the industry is on the brink of transformational change. Industry consolidation, fee compression, and new and emerging technologies are challenging current business models. In order to survive and thrive in uncertain markets, asset managers must close significant gaps between client needs and product features, distribution models and distributor demands, and marketing practices and client expectations.

Capitalizing on Disruption illustration

DST's new free white paper, Capitalizing on Disruption: Transforming Asset Managers for 2020, first takes a look at the major trends impacting the asset management industry. Next, it highlights the opportunities leading firms are taking to integrate advanced analytics and transform their product, distribution, marketing, client relationship, product, and value proposition strategies to meet the evolving requirements and expectations of professional buyers and investors.

Download this complimentary report to get:

  • Understanding on the factors influencing financial advisor business decisions.
  • Key findings on asset manager marketing and business intelligence strategies and challenges.
  • Recommendations on positioning your firm’s product, distribution, and marketing organizations for success.
  • Scorecard to rate progress toward thriving in 2020.

Primary Audience: Asset manager CEOs, CMOs, Heads of Distribution, Heads of Product, Heads of Business Intelligence

Methodology

Capitalizing on Disruption: Transforming Asset Managers for 2020 is based on findings from DST's Advisor Insights survey, conducted in November 2016 in partnership with Horsesmouth, of 416 US financial advisors; a survey of 26 asset managers; and prior DST research.

Table of Contents

  • Executive Summary
  • Finding Opportunities in a Changing Marketplace
  • What Asset Managers Need to Do
  • Are you ready for 2020?

Report Details

  • 20 pages
  • Released 02/2/2017
  • Author: Julia Binder

categories: c-suite, investment strategy/investment product, industry trends, marketing strategy, distribution strategy

This content is provided only to our subscribers and may not be further disseminated. It is based on information that is publicly available that we consider reliable and it is for your information only. It is subject to change without notice. Neither DST Research, Analytics and Consulting, LLC, nor its affiliates, nor any of its employees, nor any of their contractors, subcontractors or their employees, make any warranty, expressed or implied, or assumes any legal liability or responsibility for the accuracy, completeness, or any third party's use of the any of the content herein. The views and opinions of authors expressed herein do not necessarily state or reflect those of DST Research, Analytics and Consulting, LLC or its affiliates. We do not represent the accuracy or completeness or suitability for any purpose or any particular investor of the content and it should not be used as a basis for investment decisions. It is not to be relied upon or used in substitution for the exercise of independent judgment. The content is not legal, tax, or investment advice and should not be relied on as such. DST Research, Analytics and Consulting, LLC is affiliated with registered broker-dealers and investment advisers and other entities whose opinions and positions may be inconsistent from those provided herein. The content is not an offer or solicitation regarding any security and is not a recommendation.

No part of this material may be (i) copied, photographed or duplicated in any form by any means or (ii) redistributed without the prior written consent of DST Research, Analytics and Consulting, LLC.





Interested in more Research Studies?
Complete the form and we'll contact you about subscribing to the Research Studies.





For More Information