Investments

  • Affluent Clients Are Wary Of The Banking Segment
    Affluent Clients Are Wary Of The Banking Segment

    Wealth management providers in the banking industry must highlight their stability to maintain market position

    Affluent investors remain confident of the safety of their own assets but wary of the banking segment overall, according to the latest Cerulli Edge—U.S. Retail Investor Edition.
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  • Investment Decisions Today
    Investment Decisions Today

    Financial professionals are most influential, with online and employer sources becoming more important

    More consumers today are multi-sourcing their investment decisions, with financial professionals being most influential and reliance on online and employer resources increasing, according to a new research report by Hearts & Wallets, the independent research and benchmarking firm that specializes in saving, investing and financial advice.
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  • Asset Managers Forge Ahead With ESG Product Development Despite Skepticism
    Asset Managers Forge Ahead With ESG Product Development Despite Skepticism

    The asset management industry remains largely unswayed by negative rhetoric surrounding the topic

    Asset owners and managers remain focused on environmental, social, and governance (ESG) initiatives, despite heightened regulatory scrutiny surrounding “greenwashing” and negative investor perception, according to Cerulli’s latest white paper, Global State of ESG. Even as firms acknowledge and take measures to quell cynicism, few show signs of being deterred by skeptics or deviating from the…
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  • Asset Managers Pivot From Mutual Funds, Seeking To Reach Investors With Broader Options
    Asset Managers Pivot From Mutual Funds, Seeking To Reach Investors With Broader Options

    As mutual funds see greater outflows, managers see rising opportunity from a vehicle-agnostic approach

    Asset managers are pivoting from relying on mutual funds as their prime source of profitability to presenting new products and vehicles that financial advisors and their clients demand, according to the latest Cerulli Edge—U.S. Asset and Wealth Management Edition.
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  • Sustainability And Alternatives Offer Asset Managers Opportunities
    Sustainability And Alternatives Offer Asset Managers Opportunities

    Managers and private banks throughout the region anticipate growth in ESG and passives

    Cerulli Associates’ latest report, European Distribution Dynamics 2023: Navigating Uncertainty, examines several years of growth in the European sustainable investment industry, driven by increasing demand from European investors and strong product development efforts from providers. The product landscape has grown in size and specialization, with the assets of environmental, social, and governance (ESG) mutual funds…
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  • Institutional Investors Persist, Reveal Approach To Adopting ESG Investments Despite Controversy
    Institutional Investors Persist, Reveal Approach To Adopting ESG Investments Despite Controversy

    Examining barriers to ESG investing, impact of anti-ESG movement in the institutional market

    The strongest demand for ESG investments is among $1 billion-plus defined contribution (DC) retirement plans (59%) and insurance company general accounts (35%). Millennial and Generation X employees are likely driving demand for DC retirement plans while risk mitigation is influencing insurers.
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  • TD Ameritrade Investor Movement Index
    TD Ameritrade Investor Movement Index

    April sees modest gains in IMX score

    The Investor Movement Index® (IMXSM) increased to 4.74 in April, up from its score of 4.57 in March. The IMX is TD Ameritrade’s proprietary, behavior-based index, aggregating Main Street investor positions and activity to measure what investors actually were doing and how they were positioned in the markets.
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  • Democratization Of Private Assets Set To Continue In Europe
    Democratization Of Private Assets Set To Continue In Europe

    Macro-economic conditions will not slow allocations, but there are challenges

    Allocations to private assets by Europe’s high-net-worth (HNW) and ultra-high-net-worth (UHNW) investors will continue to grow, spurred on by product innovation, but the increase in exposure will be uneven across wealth groups, according to the latest Cerulli Edge—Europe Edition.
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  • BMO Real Financial Progress Index
    BMO Real Financial Progress Index

    Majority of Canadians are adjusting financial plans amid growing concerns about inflation and the economy

    BMO's latest Real Financial Progress Index reveals that as two-thirds (66 per cent) of Canadians adjust their financial goals as a result of concerns about the economy, 77 per cent of Canadians wish they knew more about topics including saving and investing (50 per cent), retirement planning (35 per cent), budgeting (30 per cent), credit…
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  • Pension Funding Index May 2023
    Pension Funding Index May 2023

    Corporate pension funding ratio falls for second straight month despite investment gains in April

    Milliman, Inc., a premier global consulting and actuarial firm, today released the results of its latest Milliman 100 Pension Funding Index (PFI), which analyzes the 100 largest U.S. corporate pension plans.
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  • Asset Managers Step Up Search For ESG Expertise Amid A War For Talent
    Asset Managers Step Up Search For ESG Expertise Amid A War For Talent

    Growing complexity, the need for differentiation, and regulation are factors in the recruitment drive

    Asset managers in Europe looking to upgrade their environmental, social, and governance (ESG) expertise are having to compete in a tight market for talent, according the latest Cerulli Edge—Global Edition.
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  • Alts Managers Look To Intermittent Liquidity Product To Reach A Broader Client Segment
    Alts Managers Look To Intermittent Liquidity Product To Reach A Broader Client Segment

    Amid a challenging fundraising environment, managers shift focus to the retail segment with intermittent liquidity offerings

    As fundraising among large institutions has run dry, demand among retail and small institutional investors has surged for private investments. Both factors are driving alternative asset managers' interest in exploring client segments beyond the traditional large institutional investor, according to the latest Cerulli Edge—U.S. Institutional Edition.
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  • Investing During A Recession
    Investing During A Recession
    Recessions are times when economic activity contracts, corporate profits decline, unemployment rises, and credit for businesses and consumers becomes scarce. During the 11 recessions the US has endured since 1950, stocks have historically fallen an average 15% a year.
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