자산관리 스코어카드 : 테마별 조사

※ 본 상품은 영문 자료로 한글과 영문목차에 불일치하는 내용이 있을 경우 영문을 우선합니다. 정확한 검토를 위해 영문목차를 참고해주시기 바랍니다.

자산관리 스코어카드(Wealth Management Scorecard)에 대해 조사했으며, 향후 시장에서 성공하는 기업과 투자 부족 결과로서 쇠퇴하는 기업의 확인, 업계에 가장 큰 영향을 미치고 있는 10개 테마에 대한 세계를 리드하는 자산관리 기업 60개사 스코어링, COVID-19의 영향 등의 정보를 제공합니다.

목차

목차

서론

• 주제도
• COVID-19에 의한 자산관리 부문에 대한 영향

부문 성과

• 주요 10개 테마
• 부문 스코어카드 : 자산관리
• 누가?
• 테마별 평가
• 평가
• 부록 : 테마별 조사 방법

This report assesses the key themes that are transforming the wealth management market right now, utilizing our thematic scoring methodology to identify which companies will do well in the market in the future - and the companies that will falter as a result of their lack of investment and focus in these key wealth management themes. In this report, we score 60 of the world's leading wealth management companies against the 10 themes that are impacting their industry the most. Our resulting thematic engine helps us identify the strongest and weakest players in the wealth management sector over the next two years.

COVID-19 is a tough wake-up call for all players in the wealth space. Those that accelerate a long-awaited business transformation as a result will survive. Putting ever-changing customer needs at the top of their priority list will be the key to success in the post-crisis world.

Scope

• COVID-19 is the biggest theme to affect wealth management right now.
• DBS and Charles Schwab are the strongest incumbent players.
• Betterment and Wealthsimple are the strongest new entrants.
• Coronavirus is the theme that will have the biggest impact on the wealth management industry in the immediate future and will accelerate investments into other themes such as digitization, robo-advice, and cybersecurity.

Reasons to Buy

• Identify the key wealth management themes for the next few years and learn how they will affect the market.
• Understand which themes your institution can address (and how) to drive share price.
• Understand which players are best positioned for success within critical themes and why.
• Learn which players are underinvested in key themes and most vulnerable to disruption.

Table of Contents

Table of Contents

INTRODUCTION

• Theme map
• COVID-19 IMPACT ON THE WEALTH MANAGEMENT SECTOR

SECTORPERFORMANCE

• TOP 10 THEMES
• SECTOR SCORECARD: WEALTH MANAGEMENT
• Who's who
• Thematic screen
• Valuation screen
• APPENDIX: OUR THEMATIC RESEARCH METHODOLOGY