The Lifecycle of Asset Managers: New Report from MMI and rpmAUM – October 2017

Produced in partnership with rpmAUM, MMI has released a new study that concludes asset management firms suffer from a significant gap between their own perceptions of where they are in their life stages and market realities – a gap that could be leading to lost growth opportunities. The study, unveiled at MMI’s Annual Conference in early October, provides insights into how domestic asset management firms are managing challenges and opportunities throughout the four stages of their business lifecycle: development, introduction, growth and maturity.

The survey’s key findings concern:

  • Asset Management Firm Actualization
  • Survivors vs. Thrivers
  • Big Opportunity for Small Firms
  • Emerging Mandate: Technology
  • Marketing Renaissance

“This study is part of our strategic commitment to help emerging asset managers address their most pressing needs,” said Craig Pfeiffer, MMI’s President and CEO. “It is an integral part of a multi-pronged initiative we have undertaken that includes a comprehensive schedule of Emerging Asset Manager Forums, events, and webinars, and related research and publications.”

The survey of asset managers included a quantitative online survey, as well as in-depth, qualitative follow-up interviews.

Download the full report.

View an executive summary of key findings.

Read the press release.