Brief: Three Trends Facing Sales Professionals in Asset Management

Improving win rate

December 12, 2024

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What’s Inside

Outflows from actively managed funds, evolving investor needs, and rising operational costs are changing the playing field for asset managers.

Adapting to these trends means building a better customer experience, addressing the customer’s new needs, and reinvigorating momentum in the sale.

This article shows how asset managers can develop these capabilities and drive more business.

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