The investment management industry has witnessed dramatic change over the last five years and significant industry shifts continue to drive change in how institutional investors approach the management of their investment programs. Between now and 2025, we don’t expect the investment opportunity set to expand materially, but we do expect how investors approach the overall management of their investment portfolios to evolve significantly.

This paper examines strategies investors can employ to improve their outcomes with modest changes in process–a clear focus on fee mitigation and transaction cost management.

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