State of the asset management industry 2025 research report

Technology takes center stage for asset management firm leaders in 2025

Executives in the asset management industry recognize the critical role technology plays in their firm’s success. While there is optimism around revenue growth in the coming year, leaders are also grappling with cybersecurity challenges and decision-making around future tech investments. They also anticipate that rapid advancements in technology might influence future changes in firm ownership.

For our second annual “State of the asset management industry” report, we surveyed 134 executives in the sector. Technology emerged as a unifying theme across key conversations on growth, strategy and succession planning.

Of the asset management executives we surveyed, we learned:

• Executives remain confident about 2025, with 92% expecting revenue growth of at least 5%.
• The top three priorities for leaders in 2025 include addressing customer needs, strengthening cybersecurity measures and adopting the right technology solutions.
• Leaders indicated that data analytics, digital applications, automation, advanced data privacy tools and AI are significantly influencing their business practices.
• AI adoption is still in its early stages, with only 18% of respondents running active pilot projects.
• A majority of executives (56%) believe technological advancements will be a major driver of ownership transitions in the future.
• When planning for succession, most leaders would prefer an internal transfer to employees, shareholders or family members rather than a third-party sale.

For a deeper dive, download the full report.