Insights download

Report and Paper

Are you ready for ESG? - OBJECTWAYThe online survey, filled out by the UK Wealth & Investment Management industry, investigates what stage is reached in terms of ESG integration within a risk aware investment process and its implications on the digital experience.

SURVEY REPORT
MAR 2021

Risk & ESG-aligned Portfolios – OBJECTWAY To better handle the sustainability in the financial context, it is necessary to establish proper management guidelines of ESG components within a risk-aware investment process to create benefits for the customer and investment opportunities that are both MiFID II and ESG compliant.

PAPER
JAN 2021

Are you really engaging with your clients? - OBJECTWAYDemand for digital engagement is amplified by external events like the current coronavirus pandemic and resulting lockdown measures. Filling the digital gap is now imperative.

PAPER
DEC 2020

Are you ready to fill the Digital Gap? - OBJECTWAYDigital Readiness is generally defined by how prepared an organisation is to transit to digitalised workflows. Building the necessary infrastructure to get through a digitalised world and keep up with the latest technology is crucial for any business willing to still be competitive.

SURVEY REPORT
OCT 2020

The Wealth Management Firm of 2025 - OBJECTWAY & COMPEERInvestigating the key issues firms are currently facing, where improvements are required and how they believe the industry will evolve over the next five years, forming an image of the Wealth Management firm of 2025.

REPORT
APR 2020

Squaring the Cycle: improving the quality of service and cost-to-income ratio - OBJECTWAY & COMPEERHow UK Wealth Management firms can improve the quality of service together with profitability? Face-to-face interviews and questionnaires investigate the background of this firms, the quality of service and how to improve profitability.

REPORT
FEB 2018

Digital Engagement & Collaboration in Wealth and Investment Management - OBJECTWAY & EFMAThe hype, the reality and the future: this report explores the latest digital engagement and collaboration trends, in terms of tackling challenges and leveraging opportunities for the growth, management and preservation of client wealth.

REPORT
DEC 2016

Digitisation in practice - OBJECTWAY & EFMATransforming investment services for affluent clients: the purpose of this report is to provide wealth and investment managers in the affluent market segment with valuable, actionable insights into the digitisation trend that is accelerating within the industry.

REPORT
MAR 2015