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Investment Industry: Latest insights – Mar 2021

Differentiation and Scale Seen as Key Drivers of Success

The investment industry continues to confront the challenges presented by technological, demographic, and regulatory change. So far, firms and service providers have responded in a myriad of ways – with varying degrees of success. How can success be guaranteed? Differentiation (primarily via enhanced service levels), personalisation, and product design are now deemed essential ingredients for positive future outcomes.

These papers explore several of the investment industry's challenges, while noting that many successful firms have adopted a continually evolving strategy as the primary way of successfully tackling them. In case you missed it, we have featured the inaugural Savvy Insights webinar, which focuses on how investment marketers and content producers can thrive in our (post) coronavirus world.

 

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Client Communications: A block to next-gen client experience? (SimCorp, 2021)

For compliance reasons, this paper is only accessible in certain geographies

This paper investigates the client experience and how the institutional asset management industry can use it as a means of differentiation in an increasingly competitive world.

Unlock Value with Collateral Optimization (State Street, 2020)

For compliance reasons, this paper is only accessible in certain geographies

State Street argues that a substantial opportunity set exists for those institutions committed to using collateral efficiently.

The FCA’s Investment Pathways: Pensioners respond (LGIM, 2021)

For compliance reasons, this paper is NOT accessible in the United States and Canada

Work undertaken in 2019 by the Financial Conduct Authority suggests that most people entering drawdown didn't know how their money was invested, and that customer inertia was likely to see them remain in the same funds they had invested in before they retired.

Options for Delivering Retirement Income (Wells Fargo AM, 2021)

For compliance reasons, this paper is only accessible in the United States

Wells Fargo Asset Management investigates the mismatch between retirement income demands from participants, DC plan sponsor provision, and how retirement income can successfully be delivered. They suggest a particular solution that may meet the needs of both plan sponsors and participants.

The Rise of the Superannuation Mega Fund (State Street, 2021)

This paper from State Street examines the wave of consolidation among Australian superannuation funds and the ways in which the largest funds have benefited from this.

Webinar: Investment content in a (post) coronavirus world (Savvy Investor)

The inaugural Savvy Insights webinar focuses on how investment marketers and content producers can thrive in our (post) coronavirus world.

The Asset Owner of Tomorrow (Thinking Ahead Institute, 2020)

The Thinking Ahead Institute suggests some business model changes for asset owners to successfully navigate the risks and opportunities that changes in technology, demographics, and globalisation are likely to present during the coming decade.

The Performance of Hedge Fund Performance Fees (2020)

The authors investigate the fees paid to hedge funds and find that, for the most part, investors are at the wrong end of an asymmetrical performance contract.

The Equity Market Implications of the Retail Investment Boom (2021)

The authors explore the boom in retail trading that has occurred during lockdowns associated with the Covid-19 pandemic. They also look at the scope and scale of influence that retail investors have on market index returns and individual corporate names widely held by professional investors and passive funds.

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