This paper provides unique, data-driven insights on the changing investment landscape—and the actions that can help asset managers succeed.

Asset Managers operate in a markedly different world today.  Advisors are embracing a new work-from-home model, requiring greater digital engagement. Increasingly, they favor packaged investment vehicles which help them allocate more time to clients while balancing fee pressures and the need to differentiate their practices.

At the same time, a younger and more financially diverse set of investors is raising questions about cryptocurrency, ESG, alternative investments and more. This creates opportunities for asset managers to offer a wider selection of products—and the tools to educate advisors and investors alike.

Stepping up to our evolving market reality requires the right application of data, content, products and engagement.

Here, Broadridge outlines six key actions to consider in charting your path to asset-management success.