Through the eyes of investors
Strategies for keeping pace with clients’ evolving needs
How should investing be?
The world of investing is not the same anymore. The end of monetary easing, technological disruption and the pervasive role of Big Data have all changed the dynamics around how clients and investment professionals engage and work toward their goals.
Despite all these changes, one thing remains the same: Clients (and clients’ needs) always come first. So while busy adapting to this new normal, how do investment professionals keep their focus on clients? How are they future-proofing their portfolios, and what do they imagine the next generation of clients will look like?
In the following series of articles and videos, Citywire – in association with BNY Mellon – looks at what investing means in an era where the old rules no longer apply.
The Article
Advisors, fund managers and wealth managers tell us how they are responding to the multiple changes in the investment landscape, from the new rules of portfolio construction to the rise of the machines and evolving client needs.