Great long-form article from Deloitte on the Investment Management industry. This is geared towards large institutions serving investors, but there are some good takeaways for investors as well. Key messages we found interesting:
“… leading firms will likely try to resonate culturally with their new customers, deliver through current or newly developed technology, and meet the changing investment expectations, such as ESG (environmental, social, and governance) principles, of these new segments.
… Adopting and using insights from alternative data sets for managing and transforming portfolio companies can be a game changer for PE firms”