Clients are experiencing increased time spent with financial advisors.
The Institute for Asset Management (InVV) has embarked on a new study to delve into long-term developments and trends in the asset management market. This is the eighth study in the series, and for the first time, the participants have been selected based on their participation in at least seven out of the eight previous surveys.
Hartwig Webersinke, the head of the Institute for Asset Management, leads this research. The current study aims to make scientifically grounded statements about market trends, building upon the insights gathered from the 2014-2021 study.
The 2014-2021 study, which covered a significant period in the asset management industry, likely highlighted several key long-term trends common to independent asset managers. These trends include:
- Growth in independent asset management driven by client preference for tailored and transparent services.
- Increasing regulatory pressure and compliance costs shaping operational changes.
- Digitalization and technology adoption to improve efficiency and client interaction.
- Focus on sustainable and ESG investing driven by client demand and regulatory shifts.
- Fee pressure and cost efficiency challenges affecting profit margins.
- Market volatility and evolving client expectations pushing for product innovation and diversification.
Unfortunately, the specific, detailed findings from the InVV 2014-2021 study are not readily available in the provided search results. Direct access to their report or publications by InVV or related authoritative industry summaries would be necessary to access these details.
In the meantime, the current study has revealed some interesting statistics about the participating independent asset management companies. 12 companies manage assets between 50 and 150 million euros, while 17 manage assets between 150 and 500 million euros. Six companies manage assets over 500 million euros, and five manage assets below 50 million euros. Three companies did not provide any information about their managed assets.
The panel group for the current study is intended to provide a comprehensive view of the market, enabling the Institute for Asset Management to make informed statements about long-term developments and trends. The results of this study are eagerly awaited by industry watchers and participants alike. As the study progresses, more insights are expected to be shared, shedding light on the future of independent asset management.
As the current study led by Hartwig Webersinke at the Institute for Asset Management (InVV) defines the future of independent asset management, it emphasizes the significance of understanding long-term trends in finance, such as growth in independent asset management, focus on sustainable and ESG investing, digitalization and technology adoption, and fee pressure and cost efficiency. The study's insights are expected to build upon the findings from the 2014-2021 study, which highlighted these trends in the asset management market.
With the participation of independent asset management companies managing anywhere from less than 50 million euros to over 500 million euros, the results of the current InVV study are anticipated to provide valuable information for wealth-management decisions and industry strategies.
