In our 16^th Annual Talent Trends Research Report, we have distilled down our industry leadership’s lens on people, process and productivity. Through this exclusive study, we’ve identified some critical challenges leaders are facing as a result of the evolving dynamics across asset management. We invite you to peruse this year’s report which identifies how these dynamics are impacting the talent landscape for 2025.

Asset Management is evolving and the business is being redefined with innovative products, tools, and technology. Evolution implies the need for new skill sets and different approaches to the same business. M&A is an inevitable train heading down the tracks and leaders want to be prepared and able to build teams that are sustainable.

Take a look at our 15^th Annual Talent Trends report which identifies the many dynamics playing into the talent landscape for 2024.

Talent Trends Report – 15th Edition

Asset management firms are focused on growth, but according to our latest Talent Trends Report, finding talent to fully execute their strategy is an obstacle. Despite the impact of the Great Resignation fading, a variety of factors have contributed to creating a scarcity of capable and affordable talent. So, what should leaders do? Read our latest analysis and recommendations based on our annual survey of the industry’s senior leaders.

COVID-19 has upended virtually every area of employee engagement: compensation, recruitment, retention, Next Gen development, succession planning, and corporate culture. At the same time, the asset management industry’s multi-faceted efforts to improve diversity, equity, and inclusion (DEI) are progressing, but much still needs to be done. Our 2021 Talent Trends Report analyzes the results of our proprietary survey of top asset management distribution leaders and offers insights and recommendations to capitalize on the opportunities ahead.

This Talent Trends Report is based on a survey of an exclusive group of executive-level sales and distribution leaders in Asset Management conducted over two three-week periods in February 2020 and July 2020. Because the world changed so dramatically after the February survey, we surveyed the group again in July which included some questions from the February survey and new questions that were more relevant due to the pandemic. The differences between the February and July survey produced some illuminating insights, which we share in the following pages. Click the above link to read the complete report.

The pandemic has served as a wake-up call for CEOs and Founders of RIAs and Multi-Family Offices. Succession planning is often viewed as a lengthy and administrative chore, but it has recently risen to the top of the agenda for many CEOs. In this perspective, we reflect on why now is the right time to address succession planning. We also dispel assumptions about the succession planning process, share steps for taking action, and discuss why M&A and succession planning are not mutually exclusive. Click the above link to read the complete white paper.