BlackRock has made a strong attempt to differentiate itself through an effective digital presence, client-centric user experience, relevant branded content, dynamic functionality, unique visual branding and clear messaging.
Asset / Wealth Management
F&C has maintained their entrepreneurial culture thus providing investment teams with autonomy and ownership of their investment process.
Investec Asset Management is a young firm that is not hugely advanced in the domain of digital. Their expertise in digital remains low and thus they have focused on creating partnerships with external parties in order to construct their digital strategy and revamp their image on digital platforms.
Vanguard has a client-owned structure (the company is owned by its funds, which in turn are owned by their shareholders) allowing no conflict of interest in the management. The funds offered cost consistently among the lowest in the industry.
Natixis Global Asset Management has primarily focused on two types of initiatives including social media presence and interaction, and usage of applications and gadgets for clients and advisors.
Allianz AM group focuses on risk management and sustainable investment performance as well as importance on proprietary research (quantitative, data analysis etc.), in addition to on-the-ground knowledge of local markets and industries (tech sector in Silicon Valley…)
Nordea’s Investment funds attempted an entry in the digital space with the launch of a smartphone application. However, on a global level, Nordea IM is still lagging behind several other asset managers in the digital transformation.
M&G’s objective is to produce superior long-term investment returns for its clients – individual and institutional investors – and its shareholder, the Prudential Group.
Aberdeen’s main focus with digital is to enrich product information online, increase brand presence, enhance reach in target markets, share content and investment advice; for which it has partnered with several digital media companies globally.
In June 2014, Schroders backed a wealth management business Nutmeg that invests its clients’ money purely in passive funds.
Fidelity Worldwide has a special focus on investing in 21st century themes that they believe will influence markets in the medium to long term, including digital disruption, Internet of Things and Big Data.
The objective of eMoney Advisor is to lead the digital transformation of the wealth management industry globally.
Ping An has secured a large number of customers with high frequency of usage which leads to an integration of a whole ecosystem with finance, healthcare, auto and housing.
Standard Life Investments is meeting the needs of institutional clients internationally by growing institutional distribution capability, in addition to leveraging distribution of strategic partners to reach more clients.