Index Industry Association

We're looking forward to attending tomorrow's US ETFGI Global ETFs Insights Summits. At 12pm ET our CEO Rick Redding will join panelists and moderator Deborah Fuhr, CFA fellow for a session on Hot Regulatory Topics - #SEC and the Future of #ETFs. #RegisterNow: https://lnkd.in/e7K2sjmN

#AI, #ESG, and private markets are reshaping asset management. Index Industry Association CEO Rick Redding highlights AI's buzz, ESG's European lead, and data challenges. Private markets offer early value, while index providers emerge as key allies. The future may see AI revolutionizing ESG and private market data analysis, transforming indexing. #AssetManagement #AIFinance #ESGInvesting #PrivateMarkets #FinTech #IndexProvider

Over the last four years, our annual survey has asked asset managers to forecast what proportion of their portfolios would contain ESG elements. This year’s results indicate #ESG growth expectations have adjusted, in a manner more consistent with our 2021 survey’s projections. Asset managers now expect that, in 2025, 27.5% of their portfolios will contain ESG elements, rising to 33.9% by 2027, compared to the previously forecasted 48.2% and 57.4% respectively. Similar adjustments are also evident at the ten-year time horizon. This suggests that asset managers were likely overoptimistic, at least in the one-to-three-year horizon, about the future path of ESG investing in the 2022 and 2023 surveys. Whether the longerterm projections (five and ten years out) from this year’s survey represent a temporary dip in ESG expectations, or a return to a more realistic, steady state of ESG growth as envisaged in 2021, is a question that will only become clear from future surveys of #AssetManagers. Learn more: https://lnkd.in/ev-DBDEr

ICYMI: Featured in the CFA Institute's #EnterprisingInvestor blog, IIA CEO Rick Redding outlines the top headlines from our recent survey of global asset managers. #AI was the most-raised issue in the past 12 months among respondents. Also notably, asset managers are more keenly focused on macroeconomic issues like #interestrates, #inflation, and a potential economic slowdown than they are elections and geopolitical events. This year’s survey reveals a much deeper set of challenges, opportunities, hopes, and concerns as the industry faces growing complexities. Read Rick’s take here: https://lnkd.in/eGbSRmVn

Europe’s competitiveness is top of mind. Index providers have a key role to play in supporting Europe’s ambitions and the Capital Markets Union. We increase transparency and reduce costs. We promote retail investment and develop Europe’s #CapitalMarkets. How? Read it here: https://lnkd.in/e5Tkv2Xk #CMU #EU #retailinvestment

New IIA commentary explains the critical role of financial benchmarks in supporting vibrant capital markets: https://lnkd.in/e3wtMfaj

Although the majority of asset managers we recently surveyed view generative #AI as an opportunity (65%) rather than a challenge (14%) for their firms’ current business practices, most are still in the early phases of adoption and usage for day-to-day operations. Review our findings to learn why generative AI is a long-term play: https://lnkd.in/egvumAdM

At today’s SRP #SRPAmericas event, IIA CEO Rick Redding moderates a panel of experts identifying trends and strategies within the indexing world, and types of indices that perform best for both #structuredproducts and annuities sectors. Don't miss out! https://lnkd.in/eXuiy95R

#AssetManagers are enthralled by the possibilities afforded by generative #AI for their industry, with two-thirds citing it as the topic raised most frequently over the last year, far exceeding sustainable investment (51%) and thematic investment (35%). Respondents of our 2024 survey report already using generative AI tools, including virtual assistants, in many areas of asset management, from providing personalized financial advice based on transaction history, to analyzing market news and trends to identify and research investment opportunities, to optimizing portfolios, and assessing market risk. Learn more: https://lnkd.in/ecr2d-mv

Our 4th annual survey of global #AssetManagers offers a unique glimpse into how asset managers view progress against current challenges and opportunities as well as into the key factors shaping the longer-term evolution of the industry. Learn more: https://lnkd.in/d2J2KTVF