AWM Insights Series

Episode 1: Key Insights on Global Asset & Wealth Management (AWM) for 2025

Overview

Shaping the Future of Asset & Wealth Management

Discover Insightful Conversations: Join our flagship episode as we unpack the transformative trends and emerging challenges in the AWM industry. In this discussion, Erin Pearson, Head of Marketing at Evalueserve, sits down with Anirudh Kishore Srivastava, Director of Asset & Wealth Management, to explore the insights behind our inaugural Annual Outlook Report.

What You Will Hear

  • Industry on the Move: Understand how the AWM landscape is evolving from the push for performance-driven models to the rising pressures of technology and operational costs.
  • Smart Investment Strategies: Learn how asset managers can navigate complex factors like inflation, geopolitical risks, and market uncertainties to build resilient, diversified portfolios.
  • Bridging the Retirement Gap: Explore innovative regulatory initiatives and the creative solutions retirement providers are deploying to address accessibility issues in the US and Europe.
  • The Rise of ESG Investing: Delve into the surge of sustainable investments and the crucial safeguards asset managers need to establish trust and avoid the pitfalls of greenwashing.

Why Listen?

Gain actionable, forward-thinking insights from industry leaders. Whether you’re an asset manager or simply intrigued by the forces shaping the future of finance, this podcast equips you with the strategic perspective to stay ahead in a rapidly shifting market.

Get a deeper dive by exploring the full Annual Outlook Report below.

Whitepaper

Global Asset & Wealth Management Trends and Opportunities in 2025