Future of Investment: The Next Move?
The new CREATE-Research report sponsored by Citi and PGI
The subject of this report could not be timelier. As we all know the recent crisis has been the latest of many developments that have impacted asset managers and their clients worldwide. At this critical juncture asset managers are taking stock and reviewing how the future of their industry will take shape.
This is the first research report of its kind to analyse the possible scenarios for the evolution of the global asset management industry. It shows that the industry is at an inflection point where a return to business-as-usual is not an option.
Click here to download the CREATE-Research report
Focus of Report
This report focuses on four client segments:
- Defined benefit (DB) plans
- Defined contribution plans (DC)
- Retail investors
- High net worth investors
The research also sets out to understand five key issues:
- How will client behaviours change and what asset classes or generic products are likely to be in demand?
- In the nascent recovery, will clients revert to the old ways, driven by greed and fear, which have long distorted their behaviours?
- How has the latest crisis affected individual asset managers and what steps are they taking to create resilient business models that work in bull and bear markets alike?
- As a result, how will the industry business models change and what will be the key features of the winning model in the new competitive landscape?
- What are the likely scenarios of the industry's future and what will the emerging architecture look like?
Report Participants
The study is based on a three-tiered survey of asset managers involving focus groups, an electronic survey and follow-up structured interviews.
Over 225 asset managers from 30 countries participated in the survey. They managed a combined USD18.2 trillion in assets – down from a peak of USD25.4 trillion in July 2007. This was followed by in-depth interviews with leading asset managers, academics and the sponsors.
| About CREATE CREATE-Research is an independent think tank specializing in strategic change and the newly emerging business models in global asset management. It undertakes major research assignments from prominent financial institutions and global companies. It works closely with senior decision makers in reputable organizations across Europe and the U.S. Its work is disseminated through high profile reports and events which attract wide attention in the media. Further information can be found at www.create-research.co.uk. |
