Wealth and Asset Management 2021

Preparing for Transformative Change

A report from Roubini ThoughtLab, sponsored by State Street*

September 2016

By 2021, the convergence of technology, economic and demographic trends will unlock immense capital across a diverse universe of investors.

Technology may endanger many existing players. But it will also provide great opportunities to those who embrace it correctly.

Andrew Wilson, head of State Street Asset Managers Solutions EMEA

But investors also have mounting expectations. And they’re likely to quickly switch providers if their demands are unmet. That’s especially true of millennial investors. How should investment providers respond? It starts with fully understanding clients’ needs and using powerful technology to evolve with your clients.            

In partnership with Roubini ThoughtLab, we teamed up with other leading organizations from the industry to take a close look at the signs of change.

Understand the Impact

* None of State Street Corporation, State Street Global Advisors, or any of their affiliates or subsidiaries (“State Street”) are affiliated with Roubini ThoughtLab. However, State Street may enter into, and may have entered into sponsorship agreements and contributed to the financial and intellectual support of the Roubini ThoughtLab research program. The information provided does not constitute investment advice and it should not be relied on as such. State Street does not endorse any investment strategies that may be discussed and disclaims any liability associated with the current accuracy of the information. There is no representation or warranty as to the completeness, nor liability for decisions based on such information.