Wealth and Asset Management Faces Turmoil

The Short- and Long-Term Impact of Market Uncertainty

Report by Michael Tattersall  | Jul 28, 2022
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Table of Contents
Executive Summary
Downturn Will Force Short- and Long-Term Change
Short-Term Changes
Long-Term Changes
What Investment Managers Should Do
Read Next
Sources
Media Gallery
About This Report
The market downturn is hitting investment managers’ revenues and wealthtech funding alike. Wealth and asset managers’ will need to infuse digital capabilities and data insights across their organizations to seize long-term growth opportunities.
Topics
Wealth & Asset Management
Worldwide
Table of Contents
Executive Summary
Downturn Will Force Short- and Long-Term Change
Short-Term Changes
Long-Term Changes
What Investment Managers Should Do
Read Next
Sources
Media Gallery

Executive Summary

With global markets entering bear territory in June, the good times are rapidly coming to an end in the investment management space. Wealth and asset managers will need to balance making large-scale investments to drive client satisfaction with necessary cost-cutting measures.

Key Question: How should investment managers adjust their strategies amid the market downturn?

S&P 500 Index Performance, H1 2022 (index points)
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KEY STAT: The S&P 500 experienced its worst first half year since 1970, down 20.2%. The onset of the bear market is a blow to investment managers’ revenues that will force them to re-evaluate ambitious growth plans.

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Table of Contents

  1. Executive Summary
  2. Downturn Will Force Short- and Long-Term Change
  3. Short-Term Changes
  1. Long-Term Changes
  2. What Investment Managers Should Do
  3. Read Next
  1. Sources
  2. Media Gallery

Charts in This Report

S&P 500 Index Performance, H1 2022 (index points)US Digital Brokerage Users, 2016-2023 (millions and % change)
US Stocks' Return for S&P 500 Sectors, H1 2022 (% year-to-date return)Primary Challenge Investors Worldwide Face When Implementing ESG, June 2021 (% of respondents)

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authors

Michael Tattersall

Contributors

Eleni Digalaki
Principal Analyst
Daniel Ramirez
Researcher, Financial Services
Daniel Van Dyke
VP, Content