Investment Firm of the Future Menu

Overview
Scenarios
Business Model
Operating Model
People Model
Investment Model
Distribution Model
Shifts
Conclusions
Glossary
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overview

scenarios

BUSINESS MODEL

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Industry profitability challenges grow
Regulation and standards get tighter
Success influenced by business model differences
Professionalism increasingly recognized
Brand and reputation increasingly valuable
Culture and leadership resonate
Business Model Shifts

OPERATING MODEL

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Different IT models on a spectrum moving forward over time
Stronger data and analytics strategies emerge
Further innovation in technology
Platforms offer efficiencies and wider access to solutions
Customization synced to outcomes
Customization synced to values
Operating Model Shifts

PEOPLE MODEL

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Challenges in achieving collective intelligence
The effectiveness of decision-making
Progress on diversity and inclusion
Cultures centered on business results
Client-centered cultural biases
People-centered cultural biases
People Model Shifts

INVESTMENT MODEL

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Mandates rebalanced between components and solutions
Systematic investment becomes mainstream
Private market investment becomes mainstream
ESG models make progress
Increased focus on stewardship and governance
Impact positioned alongside risk and return
Investment Model Shifts

DISTRIBUTION MODEL

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Technology enhances client relationships
Technology enables customized engagement
Messaging technology makes progress
Trust significance grows
Blockchain use in transaction assurance
Cybersecurity grows in significance
Distribution Model Shifts

Conclusions

Glossary

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