Wealth and Asset Management 4.0
How digital, social, and economic trends will transform the investment industry
What will the future of wealth and asset management look like?
The pandemic has been a watershed event for the investment community, accelerating market shifts already in motion. Overnight, the world has become digital-first and socially minded, irrevocably transforming investor expectations and the industry's way of working. Over the next three years, the industry will be turned upside down, as some firms capitalize on market disruption and others stumble.
To help wealth management firms understand what these profound shifts will mean for their businesses, ESI ThoughtLab is conducting a pioneering multi-sponsor thought leadership research program, Wealth and Asset Management 4.0. The study will explore how COVID-19 will change investor perspectives and service provider strategies.
Download our research proposal today to learn how you can participate in this thought provoking research.
"This crisis must serve as a wake-up call and a call to action for business and government to think, act, and invest for the common good."
-Jamie Dimon, CEO, JP Morgan Chase
Learn how to succeed in the post-pandemic marketplace
The pandemic's effect is more than a short-term aberration; it is a new norm for the investment industry. Wealth management firms will need to understand what these cataclysmic changes will mean for their businesses and what steps they will need to take to ensure their place in the post-pandemic financial marketplace.
Learn more about our research objectives, methodology, and survey of 2,500 investors by downloading our research brief today.
Relevant Thought Leadership Work
Wealth and Asset Management 4.0: How digital, social, and economic trends will transform the investment industry is the third program in a series of ground-breaking multi-client studies ESI ThoughtLab has produced on the future of wealth management. The first two studies examined how shifts in digital technology and investor demographics have transformed the wealth management industry. Wealth 4.0 will build on this and other prior research by analyzing how the pandemic will accelerate trends and permanently change the wealth management industry.
Wealth and Asset Management 2021
Our 2016 study compared the views of investors and investment providers worldwide on the demographic, technology, and economic shifts transforming wealth management.
Wealth and Asset Management 2022
Our study, Wealth and Asset Management 2022, delved more deeply into the industry's digital revolution, looking at how the best practices of leaders give them an edge over laggards.
The Next Generation Wealth Advisor
This white paper produced by ESI Thoughtab for Broadridge, explores how emerging technologies are transforming the role of the advisor.
Targeting the Digital Generation
This innovative report provides insights into how millennials are upending the wealth management industry, and what investment firms can do about it.
EY 2019 Global Wealth Management Report
This report was produced for EY and examines the service and pricing models that investors value most.
Women and Wealth: The case for a customized approach
ESI ThoughtLab's research explores how wealth managers can better serve female investors, who currently feel unwelcome by the industry, but who may soon control the majority of U.S. household wealth.
Stay Current with our Research
Subscribe to our newsletter for the latest updates
Contact Us
Successful thought leadership is a team sport, requiring close collaboration and the right blend of analytical, editorial, and marketing skills. For more information on how you can join this in-depth research initiative, please contact us today.
Lou Celi
Chief Executive Officer
ESI ThoughtLab
917.459.4614
Lceli@esithoughtlab.com
Barry Rutizer
Corporate Director
ESI ThoughtLab
917.251.4190
Brutizer@esithoughtlab.com