General
The Changing Marketing Paradigm in Asset Management
The asset management industry is undergoing a significant transformation, driven by digital disruption, evolving investor expectations, and an increasingly complex regulatory
The asset management industry is undergoing a significant transformation, driven by digital disruption, evolving investor expectations, and an increasingly complex regulatory
AI is transforming the digital design landscape by automating tasks, enhancing creativity, and driving personalization. This white paper dives into expert insights, practical use cases, and strategies for businesses to elevate customer experience and design operations.
The June edition of Sustainability Watch offers a regional roundup of the most significant ESG regulatory developments, from revised corporate sustainability standards in Europe to ESG disclosure mandates across Africa and Asia. Explore the global momentum driving environmental, social, and governance transformation.
China and Southeast Asia continue to strengthen their dynamic economic partnership, offering promising two-way growth across sectors. From durian and Vietnamese coffee to EV batteries and sustainable rubber, cross-border trade and investment are redefining regional value chains and opening new market frontiers.
Much like the #FreeBritney movement that drew widespread millennial support, a similar groundswell is building to end the federal conservatorship of Fannie Mae and Freddie Mac. With Wall Street voices like Bill Ackman leading the charge, this movement echoes the desire to return control to private hands, nearly two decades after the 2008 crisis.
The May 2025 edition of Sustainability Watch covers over 260 ESG regulatory changes shaping global standards—from Europe’s CSRD delay to India’s new Climate Finance Taxonomy and the IFRS Roadmap Tool rollout.
Great fund marketing is more than data—it’s storytelling. Discover how asset managers can craft impactful content, align messaging across channels, and use technology to connect with investors more effectively.
Fund marketing is undergoing a digital transformation. With AI and analytics, asset managers can craft personalized content, forecast market trends, and engage investors more meaningfully. From automated factsheets to predictive insights, discover how these technologies are reshaping the future of investor communications.
Learn about the strategic importance of mergers and acquisitions in the evolving US retirement market, highlighting the benefits of operational excellence, technological advancement, and data intelligence.
In 2025, companies are grappling with regulatory uncertainty, economic headwinds, and rising pressure to maintain sustainable supply chains. As EU regulations shift and global recession fears loom, firms must rethink their long-term strategies. This article explores how AI-powered solutions and proactive planning can help navigate the turbulence.
Elevate your fund marketing with Evalueserve’s five-step process, ensuring high-quality, compliant marketing collaterals that attract and retain investors.
Business development is evolving fast. From battling data noise to harnessing AI-driven insights, discover how modern consulting firms are redefining opportunity intelligence and staying ahead of market disruptions.
As ESG investing becomes mainstream, asset managers face growing pressure to align with sustainability goals. From stricter regulations to greenwashing risks and the need for operational excellence, this blog explores how firms can adapt their strategies to thrive in an increasingly ESG-focused investment landscape.
Discover the importance of mobile optimization for asset managers, ensuring seamless user experiences on smartphones to drive business growth and meet modern consumer expectations.
Asset managers face ESG data challenges like inconsistency and regulatory complexity. This piece highlights the need for harmonization and outlines a clear strategy to enable smarter, sustainable investing.
The February 2025 edition of Sustainability Watch highlights crucial regulatory updates worldwide, including EU’s sustainable finance reforms, North America’s climate policies, and APAC’s renewable energy advancements. Stay informed on key sustainability trends and compliance requirements.
January 2025’s Sustainability Watch highlights regulatory shifts worldwide, from ESG risk guidelines in the EU to evolving climate policies in North America and sustainable finance frameworks in South America and APAC.
Amid rising geopolitical tensions and economic uncertainties, businesses face increasing pressure to balance sustainability with profitability. Discover how companies are adapting their ESG strategies in response to global political and economic shifts.
Private and public equity offer unique benefits: private equity drives long-term value, while public equity provides liquidity and transparency. Learn how blending both enhances portfolio performance.
Businesses are embracing nature-positive strategies as awareness of biodiversity loss grows. Discover how COP15’s 30×30 and new regulations are reshaping sustainable practices.
From AI-driven personalization to content marketing and social media engagement, discover key digital marketing trends that are reshaping the industry and providing asset managers with unparalleled opportunities for growth and client engagement.
Discover how Gen Z is transforming the workplace with their focus on purpose-driven work, inclusivity, sustainability, and mental well-being, compelling companies to adapt for long-term success.
Unlock the full potential of a webpage with a robust SEO strategy, ensuring visibility to the right audience and showcasing expertise effectively in a competitive professional landscape.
Learn innovative approaches to measure knowledge management success, focusing on time savings, decision quality, innovation, customer satisfaction, and employee productivity to enhance organizational impact.
Explore the importance of strategic forgetting in knowledge management, a deliberate process to maintain an efficient, relevant knowledge base by identifying and discarding outdated or redundant information.
Unlock the potential of your organization by transforming information silos into an integrated knowledge ecosystem, fostering innovation, improving decision-making, and maintaining a competitive edge through cross-functional collaboration and shared intelligence.
Explore the evolving landscape of ESG regulations in South America, highlighting key advancements, challenges, and the impact on international trade and investments.
Discover how leading consulting firms are leveraging Diversity and Inclusion (D&I) initiatives to drive innovation, enhance client relationships, and achieve sustainable growth in today’s globalised business landscape.
Discover how the European Sustainability Reporting Standards (ESRS) revolutionize sustainability reporting, enhancing transparency and comparability for asset managers, and enabling informed sustainable investment decisions.
Explore how Evalueserve’s test demonstrates AI’s transformative impact on Enhanced Due Diligence (EDD). Discover the efficiencies and capabilities unlocked, shaping the future of risk management.
Artificial Intelligence (AI) is making its presence felt across domains and generating demonstrable efficiencies. From financial services to communication to healthcare, it’s becoming a ubiquitous part of our lives. However, with the increasing utilization of AI, there are also concerns about data confidentiality.
In recent years, Artificial Intelligence (AI) has consistently proven its transformative potential in diverse industries, with data-heavy areas such as the banking sector no exception. Generative AI (Gen AI), perhaps the most promising variety of AI, has the potential to unlock unprecedented levels of productivity and efficiency. However, it requires careful, methodical implementation.
Discover the fascinating parallels between the past and the present as we explore the question: Is AI the Fourth Industrial Revolution? Delve into the history of technological progress, from steam engines to electricity, and witness the transformative power of Generative AI (GenAI). Uncover how each leap forward not only introduces revolutionary technologies but also reshapes societies and industries, bringing both emancipation and challenges. Join us on this insightful journey as we unravel the profound sociocultural effects of technological change and understand why AI’s rapid advancements are becoming an irresistible force in today’s market economy.
Generative AI is taking the business world by storm. Evalueserve already offers several products and services enriched by generative AI — with more to come. Here’s a sampling of the generative AI apps we offer for our clients.
Evalueserve, a leading global research and analytics firm, has become a signatory to the UN-supported Principles for Responsible Investment (PRI), emphasizing its dedication to helping clients progress responsible initiatives and build a sustainable future.
Evalueserve is celebrating its 15th year of operations in Chile. To celebrate this incredible milestone, Evalueserve Chile begins a 15-day celebration
ESG efforts have seen three-fold increases over the last decade. With modern technology and the need for sustainable investments, companies and
Intro Joining Evalueserve was the best decision I could make. The company gave me the opportunity to strengthen my professional career
Marc Vollenweider, Evalueserve’s director and co-founder, speaks during the workshop. Zug Innovation Day 2021 was held on September 22, 2021,
As major LNG demand centers across the globe have started to ease lockdown measures and are gradually opening the economy, LNG markets are witnessing significant changes.
As Covid-19 has continued to progress, the global fiscal spending by G20 nations to contain it have been higher than what
In the current environment, companies are using remote working as a primary measure to ensure business continuity.
The Evalueserve Global Recovery Index (EGRI) is a view to combine three aspects that Covid-19 has had maximum impact on—health, economic/work resumption and social interactions.
Evalueserve estimates that the COVID-19 pandemic could wipe off 13–30 MMT of LNG demand in 2020. The pandemic has added further
As I come to terms with these disruptive times, I looked at what happened before and after the financial meltdown in the late 2000s for some guidance.
As China heads to a long Labor Day weekend (1st to 5th May), the uppermost question in the minds of all policymakers, is how to spur more consumption and get the economy back on the path to recovery as quickly as possible.
In our previous analysis, Covid-19: Repercussions for Oil Markets, Evalueserve predicted that the price war between Saudi Arabia and Russia wasn’t sustainable due to economic ramifications.
China was under lockdown since late January, and is now coming back to a new normal.
The impact of Covid-19 on the metals and mining industry has shifted gears, in which the impact changed from “moderate” towards the end of February 2020 to “high” by the end of March 2020.
There has been a high level of interest from our clients and partners on the recovery in China.
The global economy has been grappling with a severe demand shock, as more than 100 countries closed their borders in the past month.
If the Covid-19 driven erosions of crude oil demand weren’t enough, then the fall-out of the OPEC+ alliance has further dented the oil markets.
The feeling of restlessness, both mentally and physically, is something that people find themselves struggling with.
The global economy is heading towards a contraction in 2020, rattling markets and triggering credit stress across the globe.
China has gone through a lot of stress over the last two months thanks to Covid-19.
It was not long after we rang in the Lunar New Year in January this year, that our entire China team of 350 people were operating at a 100% work from home model.
Continuously learning ways to grow and develop skillsets in an everchanging world has been instrumental in staying ahead
It’s no secret that big tech companies are leveraging their technical expertise to pursue traditionally non-tech industries.
In today’s world, sector convergence is broadly analogous to Schumpeter’s creative destruction, in creating new opportunities and value clusters across sectors.
In recent times, my conversations with general managers have inevitably veered to the topic of Artificial Intelligence (AI) and Machine Learning (ML). What puzzled me was the lack of true understanding of these terms and the imprecision with which they were being used.
The GDPR, which comes into force on May 25, 2018, should be a top priority for all your departments if your company has operations in the EU.
Businesses are increasingly offering tech-heavy services at a time when a younger, tech-savvy generation is entering the workforce. How do we retain this dynamic, learning-hungry lot?
Automation is the most popular trend in today’s world of business. It is general consensus that automation increases productivity, leads to higher returns, and makes life better, but there are broader differences on how it will impact employment levels and society as a whole. The big question is: are we prepared to deal with its implications?
Is your pricing strategy accurate? Do your price points delight customers? Or, are you losing out to competition due to flawed pricing? It’s not just you; all businesses face these questions when reviewing their sales and pricing strategies.
Generate Insights. Optimize Budget. Increase Revenue. Ensure Efficient Knowledge Management. Increase Productivity. Maximize Efficiency. Enhance Collaboration. Manage Timely deliverables and dissemination.
Practically every business today owns a website. Whatever industry you work in, and whether you’re selling direct to consumers in B2C or providing a knowledge portal for B2B clients, your website is probably your most important digital channel.
Knowledge management (KM) is the process of capturing, developing, sharing, and using organizational knowledge. Purposeful, concrete, and action-oriented knowledge management programs can yield impressive benefits for both individuals and organizations.
Every company is undergoing transformation as the digital age sets in. Automation, analytics, business intelligence, digitalization, and big data have become buzzwords for identifying and solving problems, making corporates somewhat less dependent on professional services (PS) firms for their routine analytical requirements.
The long-term impact of Brexit is not yet clear, although market sentiments seem largely negative. Companies need to choose between making a move right now or waiting for UK–EU negotiations to play out.
Warren Bennis once said that the factory of the future will have only two employees – a man and a dog. The man will be there to feed the dog. The dog will be there to keep the man from touching the equipment. Are we in the vicinity of that future yet?
The world is generating data like never before and some companies have created very sophisticated big data use cases. Whether you consider this a violation of your privacy or an exciting sign of progress, these use cases exist. Law makers are playing catch up and the European Union is leading the field with its General Data Protection Regulation.
Our team attended this year’s GE’s Minds and Machines conference in San Francisco. Read more to find out why we believe the question is no longer if digitization leads to better customer experience and higher productivity, but about the how behind it.
Our CEO Marc Vollenweider returns to the Innovation Ecosystem podcast to talk about the beginnings of Evalueserve, strategies to use mind+machine to drive innovation and of course his new book, Mind+Machine: A Decision Model for Optimizing and Implementing Analytics.
Decision makers want their invested resources to produce insights, not just gather a collection of data scientists, big data tools and AI algorithms.
Depending on the policies of the winning candidate, the results of the US presidential elections will affect various sectors and businesses. Read on for highlights of the bullish and bearish implications of these elections.
Today’s market is fierce. Companies across sectors are faced with neck-to-neck competition, struggling to gain a competitive edge
Managing customer churn is vital to business performance. As is researched and proven, a 5% improvement in customer retention rates increases profitability by 25 to close to 95%, as it is many times more expensive to acquire new customers than it is to retain an existing one.
With a year-on-year growth of 10.7% to a value of $11.7 billion (2014), the executive search and leadership consulting industry and the businesses it serves are facing a major challenge: they need to find good talent, faster.
Sector & Account Intelligence
MICI for Asset & Wealth Management
CI for Management Consulting Firms
ESG Intelligence for Asset Managers Fund Marketing & Digital Marketing Intellectual Property Management MICI for Real Estate
ESG Controversy Monitoring for Asset Managers
Patent Analysis
RPA For Risk Model Management
© 2025 Evalueserve. All rights reserved.