Special Report: Investment Consultants
Consultants are helping asset owners navigate a difficult market environment, which in some cases has dragged down their AUA.
While the current crisis is bad, it's not nearly as rough as the global financial crisis of 2008-2009, investment consultants said.
Assets owners increasingly want to know more about the diversity of their investment managers and its effect on performance, consultants said.
Investment consultants say recent high-profile political skirmishes have many asset owners seeking more data to evaluate risks vs. potential rewards.
Investment consultants had higher assets under advisement in the year ended June 30 than in the prior year due to better client returns.
Consultants are under pressure to improve their DEI prowess for the managers they review and to add more diverse firms to their lists.
Investment consultants are ratcheting up their technology capabilities to meet client needs for more information about their portfolios.
Investment consultants had higher assets under advisement in the year ended June 30 than in the prior year due to better client returns.
