MSCI Emerging Trends in Wealth Management Report 2025: Top 5 Interested Investments are Private Assets 82%, Digital Assets 73%, Alternatives 62%, Public Equities & Fixed Income 54% & Commodities 54%, Top 3 Drivers of Portfolio Customization are Investment Preferences 73%, Tax Optimization 67% & Embedded Capital Gains 56%, MSCI 4 Megatrends are Transformative technologies, Environment & Resources, Health & healthcare and Society & lifestyle
27th March 2025 | Hong Kong
MSCI has released the MSCI Emerging Trends in Wealth Management Report 2025, providing key insights in portfolio management by investors, CIO teams, portfolio managers & financial advisors. MSCI 4 Megatrends – Transformative technologies, Environment & resources, Health & healthcare, Society & lifestyle. Top 3 Drivers of portfolio customization of Investors – Investment preferences 73%, Tax optimization 67%, Embedded capital gains 56%. Top 5 Interested investments – Private Assets 82%, Digital Assets 73%, Alternatives 62%, Public Equities & Fixed Income 54%, Commodities 54%. Plan to increase allocations in digital assets ETFs (Next 3 years) – 77%. Plan to increase allocations in active ETFs (Next 3 years) – 76%. Plan to increase allocations in private assets (Next 3 years) – 81%. Top 6 Barriers to allocating to private assets – Illiquid nature of investments, Lack of transparency, Limited understanding, Ineffective sales enablement, Inconsistent measurement, Inadequate pre-investment. Top 5 existing portfolio management solutions (Excellent Rating) – Single-account rebalancing, Customization within CIO team model risk / return tolerances, Multi-account rebalancing, Collaborative functionality between CIO team & advisers, Integration with existing tools. Top 3 existing portfolio management solutions (Poor Rating) – Private market analysis within total portfolio insights, Mobile compatibility to use in client discussions, Integration with existing tools. Top 5 Inadequate technology solutions – Advisers doing manual monitoring, Lack of dynamic information on taxes & risk, Lack of single interface for managing all assets within all portfolios, Lack of appealing client portal, Cannot identify new sales opportunities &/or grow existing accounts. Top 3 portfolio management solutions concerns of portfolio managers – Integration with existing tools (performance reporting, CRMs, order management) 45%, Multi-account rebalancing 42%, Analytics such as stress tests, risk metrics, performance attribution 41%. See below for key findings & summary | View report here
“ MSCI Emerging Trends in Wealth Management Report 2025: Top 5 Interested Investments are Private Assets 82%, Digital Assets 73%, Alternatives 62%, Public Equities & Fixed Income 54% & Commodities 54%, Top 3 Drivers of Portfolio Customization are Investment Preferences 73%, Tax Optimization 67% & Embedded Capital Gains 56%, MSCI 4 Megatrends are Transformative technologies, Environment & Resources, Health & healthcare and Society & lifestyle “
MSCI Emerging Trends in Wealth Management Report 2025: Top 5 Interested Investments are Private Assets 82%, Digital Assets 73%, Alternatives 62%, Public Equities & Fixed Income 54% & Commodities 54%, Top 3 Drivers of Portfolio Customization are Investment Preferences 73%, Tax Optimization 67% & Embedded Capital Gains 56%, MSCI 4 Megatrends are Transformative technologies, Environment & Resources, Health & healthcare and Society & lifestyle
MSCI has released the MSCI Emerging Trends in Wealth Management Report 2025, providing key insights in portfolio management by investors, CIO teams, portfolio managers & financial advisors. See below for key findings & summary | View report here
MSCI Emerging Trends in Wealth Management Report 2025
Summary
- MSCI 4 Megatrends – Transformative technologies, Environment & resources, Health & healthcare, Society & lifestyle
- Top 3 Drivers of portfolio customization of Investors – Investment preferences 73%, Tax optimization 67%, Embedded capital gains 56%
- Top 5 Interested investments – Private Assets 82%, Digital Assets 73%, Alternatives 62%, Public Equities & Fixed Income 54%, Commodities 54%
- Plan to increase allocations in digital assets ETFs (Next 3 years) – 77%
- Plan to increase allocations in active ETFs (Next 3 years) – 76%
- Plan to increase allocations in private assets (Next 3 years) – 81%
- Top 6 Barriers to allocating to private assets – Illiquid nature of investments, Lack of transparency, Limited understanding, Ineffective sales enablement, Inconsistent measurement, Inadequate pre-investment
- Top 5 existing portfolio management solutions (Excellent Rating) – Single-account rebalancing, Customization within CIO team model risk / return tolerances, Multi-account rebalancing, Collaborative functionality between CIO team & advisers, Integration with existing tools
- Top 3 existing portfolio management solutions (Poor Rating) – Private market analysis within total portfolio insights, Mobile compatibility to use in client discussions, Integration with existing tools
- Top 5 Inadequate technology solutions – Advisers doing manual monitoring, Lack of dynamic information on taxes & risk, Lack of single interface for managing all assets within all portfolios, Lack of appealing client portal, Cannot identify new sales opportunities &/or grow existing accounts
- Top 3 portfolio management solutions concerns of portfolio managers – Integration with existing tools (performance reporting, CRMs, order management) 45%, Multi-account rebalancing 42%, Analytics such as stress tests, risk metrics, performance attribution 41%
MSCI Emerging Trends in Wealth Management Report 2025
1) Investment Insights
MSCI 4 Megatrends:
- Transformative technologies
- Environment & resources
- Health & healthcare
- Society & lifestyle
Top 3 Drivers of portfolio customization of Investors:
- Investment preferences – 73%
- Tax optimization – 67%
- Embedded capital gains – 56%
2) Investors Preferences
Top 5 Interested investments:
- Private Assets – 82%
- Digital Assets – 73%
- Alternatives – 62%
- Public Equities & Fixed Income – 54%
- Commodities – 54%
Interests in Private Assets of Investors by Region:
- United States – 76%
- EMEA – 84%
- APAC – 92%
- Total – 82%
EMEA ~ Europe, Middle East & Africa
Interests in Digital Assets of Investors by Region:
- United States – 61%
- EMEA – 79%
- APAC – 91%
- Total – 73%
Interests in Alternatives of Investors by Region:
- United States – 63%
- EMEA – 63%
- APAC – 60%
- Total – 62%
Interests in Public Equities & Fixed Income of Investors by Region:
- United States – 42%
- EMEA – 59%
- APAC – 74%
- Total – 54%
Interests in Commodities of Investors by Region:
- United States – 35%
- EMEA – 70%
- APAC – 77%
- Total – 54%
Plan to increase allocations in digital assets ETFs (Next 3 years):
- Increase – 77%
- Same – 15%
- Decrease – 6%
Plan to increase allocations in active ETFs (Next 3 years):
- Increase – 76%
- Same – 19%
- Decrease – 5%
Plan to increase allocations in private assets (Next 3 years):
- Increase – 81%
- Same – 14%
- Decrease – 4%
- Unsure – 1%
Top 6 Barriers to allocating to private assets:
- Illiquid nature of investments – 52%
- Lack of transparency – 46%
- Limited understanding – 45%
- Ineffective sales enablement – 39%
- Inconsistent measurement – 37%
- Inadequate pre-investment – 33%
3) Portfolio Management
Review of existing portfolio management solutions (Excellent Rating):
- Single-account rebalancing – 65%
- Customization within CIO team model risk / return tolerances – 61%
- Multi-account rebalancing – 60%
- Collaborative functionality between CIO team & advisers – 60%
- Integration with existing tools – 59%
- Use of optimization to make rebalancing easier – 58%
- Direct indexing – 53%
- Cross-book risk monitoring to track account target adherence – 52%
- Mobile compatibility to use in client discussions – 51%
- Analytics such as stress tests, risk metrics, performance attribution – %
- Client proposal output and quality of portfolio insights – 50%
- Forward-looking scenario analysis – 50%
- Private market analysis within total portfolio insights – 45%
Top 3 existing portfolio management solutions (Poor Rating):
- Private market analysis within total portfolio insights – 10%
- Mobile compatibility to use in client discussions – 8%
- Integration with existing tools – 6%
Top 10 Inadequate technology solutions:
- Advisers doing manual monitoring – 45%
- Lack of dynamic information on taxes. &risk – 42%
- Lack of single interface for managing all assets within all portfolios – 39%
- Lack of appealing client portal – 39%
- Cannot identify new sales opportunities &/or grow existing accounts – 28%
- Inability to construct custom portfolios – 27%
- Too many static tools – 24%
- Cannot build custom models – 23%
- Naive rebalancing – 19%
- Naive risk – 13%
Top 6 portfolio management solutions concerns of portfolio managers:
- Integration with existing tools (performance reporting, CRMs, order management) – 45%
- Multi-account rebalancing – 42%
- Analytics such as stress tests, risk metrics, performance attribution – 41%
- Client proposal output and quality of portfolio insights – 37%
- Use of optimization to make rebalancing easier – 36%
- Customization within CIO team model risk / return tolerances – 34%
MSCI – MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.
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