At Dorsum we believe that traditional investment and wealth management providers have a strong future in this industry, and our philosophy is to help and support them in maintaining a leading role in this technology-driven world, where challenger banks, FinTech and BigTech companies are threatening their steady positions on the market. In line with these goals, we have set out to assist these players not only with our products and consultancy services, but with regularly published studies and researches. This year, our main research topic is the development of investment ecosystems, and we are examining ways on how incumbent investment and wealth management providers can build a client-centric service model which will be able to successfully operate their business over the next decade. Earlier this year, we have published a white paper elaborately discussing how to initiate developing such an ecosystem, and what we think should be the fundamental elements to build the optimal solution. We have also summarized how we believe the generational change will affect the investment and wealth management industry.
We’re happy to announce that we have published the second volume of this two-part white paper, which focuses on ESG (Environmental, Social and Governance) investments, and how incumbent service providers can incorporate this topic into their product offering and services. We have found this topic to be a must-have factor in an investment and wealth management service offering which aims to address the investors of the next decade.
You can download the white paper here.