Investment Model

Growth in solutions, systematic, and private assets

Narratives

Sustainability embedded

Narratives

STEWARDSHIP

64 %

expect the application of stewardship and ownership rights to portfolios to grow over the next 5–10 years

SUSTAINABILITY

72 %

expect their firm’s future commitment to the research of ESG and sustainability issues to be higher in the next 5–10 years

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Investment products that are simply components in an end investor’s strategy are losing ground to preferences for mandates that have explicit outcomes attached.

THE STRONGEST GROWTH IN PRODUCT DEMAND IN THE NEXT 5–10 YEARS

  • 34%
  • 20%
  • 18%
  • 13%
  • 11%
  • 4%
  • SOLUTIONS INVESTMENTS
  • CAP-WEIGHTED INDEXING (I.E., PASSIVE)
  • ALTERNATIVES, INCLUDING LIQUID ALTS
  • FACTOR PRODUCTS, INCLUDING SMART BETA
  • HIGH-INCOME PRODUCTS
  • OTHER