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Evolution of the investment industry - where we've been and where we're headed


Learning: Knowledge

Sandy Kaul, Head of Digital Asset and Advisory Services, and Robert Crossley, Head of Industry Advisor Services, discusses how the wealth and investment management industry is changing and better prepare them for the future. Today’s industry looks much different than the pre-2000’s era. In the “Set It and Forget It” era (1970s to early 2000s), the focus was on opportunistic equity and bond funds that measured outperformance relative to broad markets indexes. In the “Let’s Build a Solution” era that has since emerged, the focus is on outcome-oriented and goals-based solutions comprising a diverse range of building blocks including passive and alternative funds.