Introduction
On an annual basis, Franklin Templeton’s Industry Advisory Services team conducts off-the-record, unscripted interviews of leaders across the investment management industry. This year, we were fortunate enough to hear from 87 leading thinkers controlling over US$50.8 trillion of assets under management about their views on the future of investing between March and September of 2024. Input came from a broad cross-section of the industry—asset owners, private banks, wealth managers, consultants, investment managers, crypto firms, academics, industry leaders and fintech firms. Conversations took place formally as part of free-ranging, qualitative, off-the-record, survey interviews, and informally during one-on-one sessions where the implications and plans for each organization are discussed and explored. Each of these inputs added to an emerging picture of an industry that is changing rapidly and across multiple dimensions. Interviews were conducted globally with about two-thirds of discussions held with leaders of firms based in the United States, and the other third spread between Europe and Asia.
Our intention is to summarize this wide-ranging set of inputs and present the findings back for use by the broader industry as part of a dialogue meant to help organizations think about their own future. This new “Future of Investing” survey will be released annually.
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