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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Organic Growth Is the New Scarcity Premium
Organic Growth Is the New Scarcity Premium
Organic growth is emerging as the most valuable differentiator in the RIA industry, offering evidence of a firm's ability to attract clients, generate revenue, and create enterprise value independent of market performance or acquisitions. Firms that build repeatable and transferable growth engines are increasingly positioned to command stronger valuations, succession outcomes, and transaction terms.
Why RIA Owners Often Wait Too Long to Sell
Why RIA Owners Often Wait Too Long to Sell

The Risk You Know

Many RIA owners delay selling because current conditions feel stable and the future feels uncertain. The risks may not be as balanced as they appear.
If You’re Not Succession Planning, Then Plan for Secession
If You’re Not Succession Planning, Then Plan for Secession
Succession planning within RIAs is increasingly tied to talent retention, client continuity, and long-term enterprise value. Firms that fail to provide clear leadership and ownership pathways risk losing key advisors, and the relationships and revenue tied to them.

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