Wealth Management in 2026: Trends Driving Fund Operations and Investor Strategies

Today, investors have moved away from passive investing. They now demand transparency, agility, and value-based investing. In 2025, ESG-based institutional investment is forecast to reach $33.9 trillion, although the current level of private equity fundraising is down 25% from last year. For fund managers, it is apparent that outdated systems, sluggish reports, and fragmentary workflows now jeopardize investor trust and loyalty. In 2026, there is no option but to streamline activities, integrate technology with expert service, and provide accurate and…...
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