Morningstar’s 2025 Voice of the Asset Manager Report

Practical insights on how to navigate today’s market complexities and stand out from the competition.

As markets evolve and client expectations rise, the asset management firms that adapt fastest are best positioned to thrive. To stand out in today’s landscape, asset managers must offer personalized solutions, find opportunities in private markets, adopt generative AI, and more. 

Morningstar’s 2025 Voice of the Asset Manager survey delivers a comprehensive view of the challenges and opportunities for this group. Our report also contrasts asset managers’ priorities with those of advisors and investors—offering practical, research-backed insights to help firms strengthen their positioning and make more strategic decisions.

Download the report to explore tips for gaining a competitive edge and improving client relationships.

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