- 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.
read more - 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.
read more - 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…
read more - 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.
read more - 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…
read more - 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.
read more - 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.
read more - 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.
read more - 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…
read more - 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.
read more - 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.
read more - 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.
read more - 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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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.read more
