Summary
This report outlines the market outlook for asset managers as they enter 2025, highlighting the challenges they face, including shifting investor expectations and competitive pressures. It details how asset managers are leveraging technology to adapt to these demands, particularly through customization of products such as actively managed ETFs, separately managed accounts, and private credit. The report explains the transition from traditional strategies to more integrated approaches, allowing firms to offer customized multi-strategy portfolios within a single custodian account. Furthermore, it discusses the operational challenges that arise from managing numerous individual portfolios and the increased trading volume. The document also presents a shift in technology strategy from best-of-breed solutions to a connected investment platform that consolidates data across various operational areas. This modern approach aims to enhance efficiency, speed, and accuracy in investment management, positioning firms to better navigate the complexities of the market in 2025.
