Gartner Research

Investment Management CIOs Must Drive Real Change to Enable Survival

Published: 04 January 2013

ID: G00236408

Analyst(s): David Schehr

Summary

Wealth management products, services and delivery models (and the underlying asset management solutions that drive them) are not keeping up with the changes in consumer behaviors and capabilities. CIOs must align strategy changes with operational efficiency for greater productivity.

Table Of Contents
  • Impacts

Analysis

Impacts and Recommendations

  • Increased access to information and markets by investors is reducing wealth managers' control of relationships
  • Shifting investor attitudes and behaviors are altering the value and role of the advisor
  • The growth of indexing is reducing asset managers' operating margins
  • New business and service delivery models are creating added competition for traditional wealth managers

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