Clients’ perceptions of value are evolving beyond a pure assessment of performance towards a more sophisticated, yet potentially subjective, concept of worth. How can asset managers build a compelling case for the unique value their services offer?
Download the Broadridge whitepaper, From price to worth: Redefining value metrics for asset managers, to explore industry insight and learn:
- How a clients’ perception of what constitutes asset manager value has shifted in recent years — evolving beyond a pure assessment of performance
- How and why the rise of ESG products has provided an alternative framework for worth — reframing how investors define value, adding brand image and social capital to the value offering, and providing an opportunity for asset managers to update traditional active management into a more compelling, added-value form of ownership
- The ways in which clients measure manager performance based on their ability to help the client to achieve their organisational objectives, and why they are likely to fall into three categories — increasing performance or benefits; reducing business operational risk; and improving efficiency
- How the rise of new pricing models has complicated questions around value and fees, and why fees as a percentage of alpha may provide a good metric by which to measure manager skill
- The ways the definition of service is evolving, with technology and robo-advisory offerings on the rise and why clients will seek managers that can prove they understand client needs — and offer the products to back up their claims
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Find out more about the whitepaper and read more expert insights from Broadridge in the eMagazine below: