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Executive Summary

Over 60% of asset owners expect AI to significantly impact how their asset managers conduct research and formulate their investment ideas

This report covers the latest trends in digital enablement and technology based on feedback from institutional investors. Coalition Greenwich gathered their views on a range of topics including how well asset managers have delivered on technology against expectations, how investors use client portals, and how AI is anticipated to impact managers’ business processes and operations.

Methodology

In 2024, Coalition Greenwich undertook a study with institutional investors to assess the latest trends in digital enablement and technology. In Asia and Europe, we interviewed 121 institutional investors to gather in-depth feedback on a range of topics including how well asset managers have delivered on technology against expectations, how investors use client portals, and how AI is anticipated to impact managers’ business processes and operations. Interviews took place between February and September 2024.