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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RIA Market Update: Q2 2026
RIA Market Update: Q2 2026
Overall, results highlight a divergence in investor sentiment and operating performance across manager types, with scale continuing to support stronger operating leverage among larger traditional managers.
The Cause for Independence
The Cause for Independence

Building an RIA That Lasts

Private equity has reshaped the RIA market, but the next phase will test whether premium valuations can be justified through execution, retention, and durable organic growth. The strongest platforms will be the ones that add value after the deal closes, not just at the point of acquisition.
Private Equity Has Bid Up RIAs. Now Comes the Hard Part
Private Equity Has Bid Up RIAs. Now Comes the Hard Part
Private equity has reshaped the RIA market, but the next phase will test whether premium valuations can be justified through execution, retention, and durable organic growth. The strongest platforms will be the ones that add value after the deal closes, not just at the point of acquisition.

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