In the fourth edition of our annual 2024 Asset Manager Survey Insights, “Mapping the RFP/DDQ Maze: What Every Asset Manager Should Know” we are excited to share exclusive insights from over 900 global participants with a notable 3% increase in participation from private market managers, now representing 38% of the total respondents.
Tailored for investor relations professionals, RFP/DDQ teams, product specialists, subject matter experts, and executive leadership, this whitepaper serves as an essential resource for navigating the evolving landscape of asset management RFP/DDQ management. Inside, you’ll find valuable insights on key themes that are driving industry transformation:
- Current and Historical Trends in RFP/DDQs: Investor Relations (IR) teams are playing a proactive, strategic role in shaping client experiences and meeting new business RFPs, ongoing investor DDQs and reporting demands, with increased volume and complexity
- Operational Efficiency and Cost Management: Operational efficiency remains a top priority for asset managers striving to meet investor expectations while managing costs
- ESG and DEI in Due Diligence: As ESG and DEI reporting continue to add depth, asset managers are finding new business models to keep up. Of all the diligence types, ESG / DEI continued to see the most increase
- Standardization Meets Innovation: Standardization is a huge ask from asset managers, offers both opportunities and challenges for asset managers and allocators
- Technology Adoption and Innovation: The adoption of advanced technology is reshaping the industry, but reliance on Word still remains!
- AI’s Impact on Due Diligence: Generative AI and related technologies are beginning to transform the IR teams processes – from copywriting to enhanced searching to removing duplicate work
- Challenges and Future Opportunities: Guided by the survey and trends, what are the challenges and opportunities for the asset managers in 2025?
This survey reflects a diverse array of perspectives from 75 countries and spans both traditional and alternative investments, providing a global snapshot of the RFP/DDQ processes for asset management industry at a critical juncture. The 2024 Manager Survey signals a transformative moment, as the industry redefines how firms operate, innovate, and engage with clients.
Download the full whitepaper to explore these insights in greater detail and gain actionable strategies for navigating the future of asset management in this rapidly evolving environment.
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