The investment management industry is managing through tumultuous times. The list of challenges is extensive, ranging from regulation to rapidly rising interest rates to market volatility.
MethodologyBetween February and April 2023, Coalition Greenwich conducted interviews with 151 senior asset management professionals in North America, Europe and Asia-Pacific with assets under management up to $150 billion. Respondents included leaders from operations, trading, portfolio management, and other key lines of business. Questions focused on the challenges and opportunities within traditional, long-only asset management with an emphasis on how the design of an operating model can support strategic growth priorities. It identified the issues that have grabbed asset managers’ attention, and areas that may not be getting the focus they deserve. This paper was created in partnership with Northern Trust.