The pandemic has been a watershed event for the investment community, accelerating market shifts already in motion. Overnight, the world has become digital-first and socially minded, irrevocably transforming investor expectations and the industry's way of working. Over the next three years, the industry will be turned upside down, as some firms capitalize on market disruption and others stumble.
To help wealth management firms understand what these profound shifts will mean for their businesses, ESI ThoughtLab is conducting a pioneering multi-sponsor thought leadership research program, Wealth and Asset Management 4.0. The study will explore how COVID-19 will change investor perspectives and service provider strategies.