Broadridge：2023资产管理洞察洞见白皮书（英文版）（12页）.pdf

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1、Asset Management PerspectivesThe evolving role of personalization Much has changed since we last surveyed advisors and investors.The toll taken by market and geopolitical uncertainties are reflected in our latest results.In the face of turbulence many key trends persist.The financial advisors role i

2、s more important than ever.A shift to more holistic advice continues.Amidst all of this,one key trend remains clear:Advisors and investors expect more personalized investment experiences.This report quantifies the attitudinal impact of rising interest rates and volatile markets.It explores the ongoi

3、ng evolution of products,insights and data-driven engagement.And it uncovers ways in which asset managers can better support advisors and their clients.TABLE OF CONTENTS A challenging time 3Financial advisors:A critical resource 4Key actions for asset managers 5 Products 6 Engagement 9 Data-driven p

4、ersonalization 10Asset Managers:Adding value 112|BROADRIDGEABOUT THE STUDIES This eBook includes findings from three research efforts:The Broadridge Financial Advisor Survey This survey was conducted in September 2022.Advisors were invited to participate via email and the survey was administered onl

5、ine.400 financial advisors with$10M+AUM and a minimum of 20%of AUM in ETFs and/or mutual funds participated.Conducted by independent marketing research firm 8 Acre Perspective.The Broadridge Investor Survey Conducted during August 2022.Polled 1,000 U.S.investors through an online quantitative survey

6、.Investors met the following screener criteria:Age 25+,primary or shared decision-maker for household decisions about money,$25K+in household income and$10K+in investable assets(not including workplace plans),and they invest outside the workplace (annuities,ETFs,individual securities and/or mutual f