Corporate Valuation, Investment Management

October 26, 2020

2020 Alternative Asset Manager Update

Are Sustainable Investments the Future of Investment Management?

The market for sustainable investments has grown to over $12 trillion in the U.S. and the movement of investable assets into sustainable strategies is expected to accelerate. In this week’s post, we link to the newly published 2020 Alternative Asset Manager Update authored by Taryn Burgess, CFA, ABV. The update reviews the growth of sustainable investing over the last decade and considers the valuation implications for your RIA.

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2020 Alternative Asset Manager Update

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Alternative Asset Managers Face a Reset in Public Market Valuations
Alternative Asset Managers Face a Reset in Public Market Valuations
Alternative asset managers experienced a significant contraction in public-market valuation multiples through September 2026 despite continued growth in assets under management and revenue. The divergence between operating growth and market performance highlights the importance of profitability, recurring revenue, and firm-specific fundamentals when assessing asset management businesses.
RIA M&A Update: Q3 2026
RIA M&A Update: Q3 2026
RIA M&A activity remained strong through August 2026 despite moderating transaction volume, with large acquisitions driving asset totals and private equity-backed consolidators remaining active. An examination of deal trends, minority investments, and transaction structures highlights important considerations for RIA buyers, sellers, and owners evaluating succession options.
RIA Valuation Insights Blog Investment Management
Read Now about RIA M&A Update: Q3 2026
RIA Market Update: Q3 2026
RIA Market Update: Q3 2026
Publicly traded investment management firms advanced in Q3 2026, with both large and small traditional managers outperforming the broader market while alternative asset managers continued to lag.
RIA Valuation Insights Blog Investment Management
Read Now about RIA Market Update: Q3 2026

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