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ESG Equity Research Outsourcing Trends in Asset Management

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ESG Equity Research Outsourcing Trends in Asset Management By: Utkarsh Kaushik  March 9, 2026 Share:        ESG equity  research outsourcing  has developed from a peripheral support activity to a strategic enhancement of institutional research capabilities. For asset managers in 2026, the challenge is to deal with the growth of regulation, rating agency differences, political attention, and investor demands, in addition to the challenge of cost constraints. As ESG research goes from brand marketing to balance-sheet materiality, the research becomes more complex, data-intensive, and globally consistent, driving the need for outsourced ESG research expertise. Global ESG Capital Continues to Reshape Equity Markets Growth and Allocation Trends in Global ESG Investing Sustainable investing remains an important part of global capital markets. The global ESG investing market was valued at approximately $39.08 trillion in 2025, and it is expected to grow to $4...

Family Office Outsourcing Trends and Growth Insights

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Family Office Outsourcing Trends and Growth Insights By: Tanya Jain  March 5, 2026 Share:        Managing generational wealth today requires far more than monitoring stock portfolios. Families now operate across jurisdictions, allocate capital into alternatives, manage philanthropic arms, and comply with evolving regulatory mandates. In this environment, family office outsourcing has become a strategic tool rather than a reactive measure. According to Deloitte’s 2024 Global Family Office Survey, over half of single-family offices are expanding third-party partnerships to improve reporting, compliance, and operational resilience. Meanwhile, PwC highlights that governance, transparency, and risk oversight rank among the top priorities for wealth holding entities worldwide. As portfolios grow more institutional in nature, family office outsourcing enables principals to maintain strategic control while specialized professionals manage operational complexity, technol...

Outsourced AUM Reporting Services for Asset Managers

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Outsourced AUM Reporting Services for Asset Managers By: Nitin Kumar  March 2, 2026 Share:        The  asset management  industry is currently experiencing one of the biggest operational shifts in several decades. The global assets under management are steadily increasing, but asset managers are simultaneously experiencing mounting cost pressures, squeezed margins, and increasingly complex reporting and compliance requirements. Based on the latest industry research by PwC, the global AUM is forecasted to increase from approximately US$139 trillion at the current level to US$200 trillion in 2030, despite a potential degradation in profitability per AUM by as much as 9% by the end of the decade, driven by competitive and cost pressures. The Profitability Paradox in Asset Management In this context, the conventional in-house accounting and reporting capabilities are no longer able to keep up. As a result, there is a growing trend among companies of all si...

Automated Investment Portfolio Management for Modern Investors

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Automated Investment Portfolio Management for Modern Investors By: Prabhash Choudhary  February 26, 2026 Share:        Global financial systems now use automated investment portfolio management as an essential element of their operations, which started out as a basic instrument for users. Investors today deal with three major challenges, which include unpredictable market conditions, increasing inflation rates, and swift changes in capital among different asset categories. According to PwC’s Global Asset and Wealth Management Outlook, global assets under management are projected to approach 147 trillion dollars by the end of the decade, increasing the demand for scalable digital solutions. Deloitte found that more than 60 percent of asset managers now speed up their AI technology implementation for investment management tasks. Automated management systems enable organizations to achieve operational efficiency while minimizing costs and maintaining ongoing perfor...