Celent Report commissioned by Indus Valley Partners
NextGen Portfolio Management Across Public-Private Convergence
The $26T Shift: Is Your Operating Model Ready?
44% Target Front-Office AI
Buy-side firms prioritize GenAI for portfolio design and execution.
The Data AI Paradox
37% apply GenAI to specialized data versus centralized EDM.
64% In Packaged Solutions
Retail wealth shifts heavily toward institutional-style model portfolio management.
Two Markets. Two Different Stacks.
Five Levers for Technology Convergence
Celent’s framework distills extensive market interviews and proprietary analysis into five actionable strategies for investment leaders
Pursue distinct digitization pathways for public and private operations, with an eye on converging market dynamics.
Evolve, digitize and optimize the nuances of the public and private tech stack.
Identify and embrace crossover opportunities across public-private lifecycles.
Adopt scalable tech and flexible operational sourcing and delivery models.
Evolve towards domain-specific, process-embedded AI.