The Evolving Role of Personalization

Advisors and investors expect more individualized investment experiences. How will you deliver? Our latest studies uncover opportunities for differentiation and emerging must-haves for asset managers.

One eBook. Three Perspectives.

Understand what matters. Explore findings from three fresh proprietary studies into the latest advisor, investor and asset management trends, such as:

• Investor outlook, confidence and their related intention to use financial advisors.
• Product preferences, especially with regard to SMAs, model portfolios and ESG.
• The new engagement reality between advisors and asset managers.
• How personalization weaves through all these aspects.