Criteria Methodology Influence Industry Dynamics Portfolio Companies
Industry Dynamics

"THE WINDS OF CHANGE BLOW HARD AND FAST IN FINANCIAL SERVICES."

Capital continually seeks better, faster and more differentiated ways of accomplishing goals. Our aim is to partner with companies that will get in front of or altogether divert capital flows to our collective advantage. Whether through superior technology, investment strategy, distribution model or otherwise, Grail Partners seeks opportunities that align with our view of the direction of the winds of industry change. Currently, some of the key drivers shaping our field include those shown below.

THE WINDS OF CHANGE


Industry consolidation and specialization in financial services

  • Traditional conglomerate model severely challenged
  • Spinouts and buyouts increasing
  • Niche specialists multiplying

Segregation of alpha and beta

  • ETFs and enhanced indices are core portfolio proxies
  • Portable alpha, structured finance, alternative products, specialized active mandates gaining ground
  • Fee structures rapidly evolving

Growing regulatory pressures

  • Increased transparency of fees, expenses and conflicts
  • Empowered fiduciaries change standard practices
  • Relative attractiveness of business lines are shifting

Increased volume, simultaneity and granularity of capital flows

  • New enabling technologies and financial products
  • Crossing networks and analytics are in-demand
  • Growth in productivity tools and services increasing

Global retirement finance crisis

  • Upending supply chain for defined benefit plans
  • Accelerating adoption of new products
  • Global pension reform continues
 
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