1、i2024 investment management outlookWinning in tomorrows world with the lessons of todayThe Deloitte Center for Financial ServicesTable of contents02.Key takeaways03.New forces drive industry change in 202405.Industry performance10.Getting reliable results with technology and processes17.Leading a pu

2、rpose-centric firm21.When the going gets tough,the tough gets going22.Endnotes2024 investment management outlook2Firms will likely have to invest in technology and associated controls even amid weakperformance and margin pressures,failingwhich they will likely fall short of clientexpectations and in

3、ternal efficiency goals.Theme-driven portfolio construction isemerging as a vector for product development even though the age-old classification ofinvestment strategies into scales of growthversus value,large cap versus small cap,and by industry sector are not going away.Although investment perform

4、ance is animportant factor that can help drive customer satisfaction,customers expectations havegenerally grown in terms of personalizationand timeliness of interactions.While generative AI can transformthe timelines and clarity of customerinteractions,its successful implementationwill likely requir

5、e close collaboration across the organization,including front,backand middle office,finance,informationtechnology,and risk management.As quantum computing technologies areincreasingly being considered to helpgenerate revenue and delight customers,firm leaders may need to play defense firstowing to t

6、he quantum-related cybersecurity threats that are currently developing.Navigating organizational model changescan become easier when the organization is aligned with a strong sense of purpose.When survey respondents agree or strongly agreethat their institutions workforce is alignedto the firms sens