Global Investment Sentiment: Navigating the Future of Advisory Practices
About
Fragmented Advisor Intelligence Across Investment Landscape
Financial advisory firms lacked a unified, data-driven view of how advisors globally were adapting to transformative forces such as AI integration, ESG regulation, and the growing demand for private assets. Without consistent cross-regional insights, firms struggled to make informed product, strategy, and communication decisions in an increasingly volatile and competitive environment.
End-to-End Global Research Program Delivering Advisor Insights
A fully managed, multi-market quantitative survey was executed across 22 countries, covering seven advanced investment themes with robust quality assurance, regional quota management, and daily fieldwork monitoring, producing reliable, comparable data across diverse geographies and advisor segments.
Clarity, Confidence, and a Competitive Edge Across Global Markets
The study delivered deep, regionally nuanced insights that enabled the client to benchmark advisor sentiment, identify growth opportunities in AI and private assets, and refine their product and engagement strategies with approximately 72% of advisors adopting AI, 68% planning to grow private asset allocations, and 65% embracing active ETFs as core portfolio tools.
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