Investor Economics Insight January 2019

Welcome to the 25th year of Investor Economics Insight Advisory Service.

As is our tradition we kick off the year’s research cycle with our funds industry state of the union, or SOTU. In the spirit of this infinitely faster-paced and busier-than-ever world, the editorial direction for this year was to keep our arguments trim and well-organized. We hope you will enjoy our take on the four change factors and on the five trending topics in the asset management business. The key word is change.

The January feature focuses on key aspects of the business that have been, and will continue to be, significantly impacted by the forces reshaping the asset management industry. How wealth management firms adapt to face these challenges will largely dictate how much they will benefit from the opportunities provided by the shifting reality of the business.