Mercer outlines some focal points that firms should consider as they provide their clients with support and strategy to address the market in this ever-changing world.

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Key Areas of Focus for Wealth Management Firms in 2018
Calendar05 December 2017

Wealth management firms need to constantly evaluate and adjust to the shifting landscape as economic, political and other factors affect markets and investment outlooks. We have outlined some focal points that firms should consider as they provide their clients with support and strategy to address the market in this ever-changing world. 

The key areas for 2018 outlined includes:


Communicating investment beliefs is key
 


Finding governance structure that fits


Monitoring your Rep-as-PM
 


Optimizing through partners
 


Seeking alpha via ESG
 

 
Implementing risk reducing strategies
 


Considering broader mandates 
 


Improving after-tax returns


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