Discover the diverse opportunities in the retirement sector, from innovative products to holistic financial wellness programs.
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.
Learn about the transformative journey of the A&WM industry and how leveraging innovative technologies can drive productivity, optimize performance, and secure a competitive edge.
Explore how Portfolio Reassessment can help asset managers adapt to new challenges in a dynamic investment landscape.
Explore how personalized marketing in asset and wealth management, powered by generative AI and data analytics, can enhance investor engagement and drive sustainable growth in a competitive 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.
Lifetime income solutions like annuities are gaining traction as plan sponsors ensure retirees have stable, predictable income. This article covers key adoption drivers, regulations, and evolving products.
Discover the future of Asset & Wealth Management in 2025. Find out how technology impacts efficiency and revenue streams.
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.
Discover the concept of double materiality and its significance for asset managers. Learn how integrating ESG factors can enhance risk management and create long-term portfolio resilience.
Discover the key trends shaping the US recordkeeping industry in the context of declining fees and rising operational costs. Learn how cross-selling can diversify revenue sources and ensure long-term success.
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.
Explore how effective content strategies in asset management can build investor trust, enhance transparency, and drive engagement in today’s competitive financial 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 the impact of inflation, interest rates, and central bank actions on the stock market over 25 years, and learn how these factors can influence your investments.
Explore the robust recovery of the cruise industry, driven by strong customer demand, record revenues, and strategic growth plans, set to continue into FY24.
Explore the challenges facing the US banking sector, including high inflation, regulatory measures, and geopolitical tensions, and understand how these factors impact profitability and asset quality.
Explore the significant changes in the Regulatory Technical Standards of the Sustainable Finance Disclosure Regulation and how Evalueserve can assist asset managers in meeting SFDR compliance.
Explore the challenges and opportunities in the Asset and Wealth Management industry in 2023, the role of digital transformation, and outlook for 2024.
Discover how Evalueserve’s in-depth analysis and competitive landscaping of the SBLOC market empowered a Fortune 100 Financial Services firm to benchmark their offerings, devise effective strategies, and respond to rival campaigns.
Discover how a Fortune 100 Financial Services firm gained a competitive edge with a comprehensive industry and competitor assessment, enabling informed decision-making.
Discover how Evalueserve helped a Fortune 100 Financial Services firm understand market trends, analyze retirement plans of Fortune 500 companies, and identify promising opportunities for their retirement income offerings.
Explore how AI is revolutionizing the retirement industry, enhancing benefits, personalizing investment strategies, and streamlining employee onboarding.
Discover how Evalueserve optimized a leading investment firm’s competitor intelligence operations, providing timely insights and empowering informed decision-making.
A London-based family office that manages the wealth of an ultra-high-net-worth individual (UHNI) engaged Evalueserve to provide a comprehensive assessment of the current and prospective stocks in its portfolio to determine their viability and fitment based on their investment ideology.
The client managed several competitor intelligence teams that operated independently and served various business groups. These teams struggled with vast amounts of unstructured data while trying to derive timely insights.
Discover how Evalueserve helped an asset management firm optimize portfolio allocations using Modern Portfolio Theory, ensuring accuracy and resilience in ESG-focused investments.
Discover how Evalueserve’s comprehensive validation of ESG scoring methodologies empowers asset managers to make responsible investments and drive innovation.
Discover how Evalueserve’s comprehensive validation of an asset management firm’s carbon emissions model ensures accuracy and compliance, supporting sustainable investment strategies.
Discover how a leading asset manager enhanced their ESG funds through a validated in-house rating model, enabling informed investment decisions and strategic alignment.
Learn how Evalueserve’s thorough validation of a climate risk model empowers asset managers to make informed decisions, enhance financial performance, and meet ESG goals.
Explore the world of fiduciaries in retirement plans, their responsibilities, and how Evalueserve’s domain experts empower firms with actionable insights and competitive intelligence.
Explore how the DOL’s new rule enables retirement plans to consider ESG factors, impacting stakeholders and paving the way for sustainable investment options.
Discover how process re-engineering revolutionized marketable fund comparisons for a global asset manager, reducing turnaround time and boosting sales team efficiency.
Discover how a leading asset & wealth management firm gained insights into its digital tools positioning, identified gaps, and leveraged existing capabilities for competitive advantage.
Discover how Evalueserve’s Content Management System migration and Knowledge Solutions streamlined a leading asset manager’s website, enhancing user experience and reducing compliance workload.
Discover how Evalueserve’s solutions streamlined a global asset manager’s marketing process, reducing costs, improving turnaround time, and ensuring error-free outputs.
Discover how the focus of Wealth Management has shifted from information availability back to the quality of advice with the advancement of data analytics in the industry.
Evalueserve, leveraging its expertise and automation capabilities, supports the wealth management division of a global bulge bracket bank. The partnership with Evalueserve ensured the timely and accurate delivery of crucial tasks and unlocked opportunities for the client to focus on strategic growth.
Explore how Evalueserve’s library services support helped a top global investment bank gain efficiency and achieve significant cost savings. The partnership increased productivity, saved substantial costs, and improved quality, solidifying Evalueserve’s position as a valuable knowledge process outsourcing partner for the bank’s global operations.
The US retirement sector is witnessing a transformative shift as new trends begin to emerge. In this dynamic landscape, innovative practices and approaches are reshaping the way employees plan for their retirement.
The latest Tracking-the-trends document highlights the recent product launches in the asset management industry, focusing on the new funds introduced in 2023 by leading US asset managers.
Discover the importance of monitoring ESG controversies for asset managers and learn how to reduce risks while maintaining a positive reputation
Discover how a Fortune 100 Financial Services firm gained insights into competitors’ fiduciary offerings and strategies, enabling them to realign and reposition their own services effectively.
Discover how a Fortune 100 Financial Services firm leveraged competitive benchmarking to analyze key competitors’ Financial Wellness offerings, identify gaps, and realign strategies for market success.
Discover the benefits of a consultant database for asset and wealth management firms, enhancing efficiency, data accuracy, and streamlining investment decisions.
Discover the benefits of leveraging databases for asset and wealth management firms, enhancing competitive intelligence, and driving informed decision-making.
Discover how our comprehensive competitor benchmarking study in the advice market empowered a large institutional asset manager to make well-informed decisions and enhance their strategy.
Discover best practices for asset and wealth management firms to differentiate themselves in a competitive landscape, with a focus on clear communication, market insights, and continuous monitoring of competitors’ strategies.
Discover how our deep-dive analysis helped a leading asset and wealth management firm revamp its fee schedule, align with industry norms, and encourage positive consumer behavior, ultimately enhancing revenue and client retention.
Discover how a Fortune 100 Financial Services firm improved its market positioning through a comprehensive competitor assessment, identifying key strengths and areas for growth, and refining its marketing and sales strategy.
Discover how Evalueserve revolutionized a leading asset manager’s distribution process by optimizing the Seismic platform, resulting in improved data quality, reduced time to market, and a comprehensive knowledge repository.
Evalueserve’s ESG Intelligence Program provides tailored solutions to asset and wealth management clients. These solutions equip ESG asset managers with custom ESG research, which allows for the curation of ESG data specific to an asset manager’s investment philosophy, process, and reporting needs.
A Fortune 100 company wanted to understand how their competitors are cross-selling high-margin retirement and other financial products and services effectively, without incurring additional customer acquisition cost and without getting into any legal trouble for using personal data of their clients.
Companies rebrand themselves to re-energize their business. Rebranding is a very important strategic direction that a company undertakes. While there may be different reasons a company goes for rebrand however the objective is purely to tell the world what the new brand stands for showcasing its direction.
Over the last decade, market and competitive intelligence (MI/CI) has emerged as a focus area for all organizations, including asset management (AM) firms, looking to gain strategic agility.
One of the biggest challenges faced by asset and wealth managers today is updating marketing collaterals with ever changing compliance and regulatory changes in the industry.
The corporate and product strategy team of a global commercial real estate (CRE) consulting firm was considering to enter the proptech business segment by building in-house capabilities and engaging in new partnerships or acquiring an existing brand.
Our client wanted to launch new ESG funds for European investors. For this, the client wanted to track current and prospective portfolio companies on various economic (E), social (S), and governance (G) parameters using a prioritization framework. The client also wanted to continuously monitor portfolio companies as required by the SFDR, SEC, and other ESG regulations.
Discover how the Sustainable Finance Disclosure Regulation (SFDR) affects asset managers. Learn how complying with this EU regulation can reduce risk exposure and improve financial performance.
The year 2021 witnessed a renewed interest in liquid alternatives (alts.), and 2022 continues to see a strong inflow of funds. The primary reasons driving this inflow are volatile equity market returns, weakening policy support, higher interest rates and inflation, market volatility, and geopolitical turmoil, as they forced investors to critically think about portfolio construction and seek strategy changes.
On December 8, 2020, the Monetary Authority of Singapore (MAS) published the Guidelines on Environmental Risk Management for Asset Managers. These guidelines are aimed at improving the management of environmental risks by fund management companies and real estate
Cryptocurrencies have seen massive adoption and have become one of the hottest investment products for investors and asset managers alike. This increased uptake has been driven by its growth potential that it has demonstrated over the years.
In a constantly evolving Asset & Wealth Management industry, the client wanted to have a comprehensive view on the digital financial planning, advice, guidance and educational resources/tools that competitors provide and benchmark them with their own capabilities to identify the gaps and subsequently address these gaps.
A Fortune 100 Financial Services firm offering investment, advice and retirement solution wanted to analyze value proposition and differentiation strategies of key competitors’ and identify implications to their evolving strategy and value proposition.
A top-tier US-based asset management firm was concerned about its distorting core brand positioning & value and hence wanted to assess competitors’ marketing strategies and product promoting campaigns to revamp its strategic roadmap so as to strengthen its core brand positioning and to retain a strong competitive edge in its core space.
In rapid and fast evolving Asset & Wealth Management industry, the client wanted to have a comprehensive product benchmarking across capabilities to identify the gaps and subsequently address these gaps by zeroing in on the most critical capabilities.
ESG-focused asset management (AM) firms are facing increased regulatory pressure and scrutiny to prioritize and tackle “greenwashing”. The term greenwashing is generally used to represent the practice of identifying a business as more ‘sustainable,’ ‘green,’ ‘low-carbon,’ and ‘planet-friendly,’ when, in truth, an entity may be either creating a false impression.
As we transition through the first quarter of 2022, the team at Evalueserve brings you another iteration of our M&A Recovery Report for eight major M&A markets. Click here to read deeper insights on M&A Trends and Outlook in Q1 2022.
Asset and wealth management firms outsource processes such as research, sales, and marketing to improve their functioning and gain cost efficiency.
Our detailed analysis of the M&A and Capital Markets landscape captures deep insights into the investors’ behavior, consolidator’s dry powder, M&A appetite across sub-sectors, availability cash runaways, SPACs’ sustainability and key sectoral outlook, among others.
As we approach the end of 2021 it seems that the Financial Services Industry’s pandemic driven headwinds have finally bottomed out.. The resurgence of ‘big ticket’ deals during the year has proved to be a light at the end of the tunnel after a difficult 2020.
Context A global top five wealth management firm running a multi-channel demand generation program sought to optimize its marketing analytics through
May 25, 2021
With emerging rules and regulations on ESG reporting and increased sustainability mandates, Investment Managers must take a deeper dive into their portfolios.
A global asset manager needed our help with creating a comprehensive and real-time solution for their product team that would support their key functions of market monitoring, innovation scouting, and strategic planning.
We bring ways that asset managers can stay competitive into a post-Covid world.
Most global asset managers have multiple market and competitive intelligence teams spread across the enterprise that is responsible for providing market insights.
Access actionable insights powered by AI / NLP and curated by domain experts. Stay updated on latest developments across the Asset and Wealth Management space.
Factsheet automations are only successful if they are supported by robust data processes.
The client wanted to improve their overall process for creating factsheets from the bottom up.
KYC as risk management, rather than data management, remains elusive for financial services firms as well as for the high-value goods and other industries
A private equity firm that was handling increased deal flow needed to scan multiple opportunities, analyze significant amounts of target company data, and build and analyze standard financial models.
The journey of SFTR had initially started in Jan 2016 and is now planned to become partially in force from July 2020.
A leading global management asset company struggled with having no workflow system in place when tracking and prioritizing content requests.
Asset managers rely on third-party composite scores for their investment decision-making. But how reliable and valid is this data, and does it truly meet their investment objectives? Let’s try and understand.
Increasingly, ‘alternative’ or non-market data holds the promise of smarter investments and superior returns. But how can you get to grips with the mass of information out there and use it to make better decisions?
ESG investing – still not convincing financial advisors? See what will make them drive the demand for it and how asset managers can support them.
See how asset management marketing can enable growth and profitability by modernizing its own operations. In this post, we discuss three automation strategies that can help industry CMOs and marketing stay relevant.
As digital transformation advances, many are turning to automated marketing solutions – but they’re still overwhelmed by their workflow.
Have a look at current trends in the world of robo-advice, and how leading and challenger brands are exploiting it.
A large-scale investment manager engaged Evalueserve to develop a target operating model for its marketing team that would enhance its operational efficiency, marketing effectiveness, and overall customer experience.
Evalueserve, a global provider of research, analytics, and data management services, has launched a new product – Pitchready, a productivity suite that offers fast and configurable pitchbook solutions to investment banking and advisory firms. The software saves 95% of time spent on adding logos to a pitch book and 80% of time spent on creating tombstones. Overall, it increases formatting efficiency by 50%.
The asset management industry is already facing a number of challenges. How is the industry geared to meet technology-led disruption, including from FinTechs? Also, how are asset managers driving innovation across their value chain? Read to find out more.
How do you form a marketing or an asset management strategy?
Assets under management by robo-advisors are on the rise and both startups and industry leaders are investing in this new technology. But what does that mean for human financial advisors?
Imagine a potential client who wants investment advice but whose earnings, while relatively high, don’t put them in the right bracket for your company’s full services.
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
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