Four strategic themes reshaping investment management with Broadridge's Gemma Cowie

What are investment managers prioritising in today's market?

In this interview, Citisoft Managing Partner David Higgins sits down with Gemma Cowie, Head of Global Growth Solutions at Broadridge, to discuss four strategic themes dominating conversations across the investment management industry. Drawing on her experience working with firms globally, Gemma shares practical perspectives on the opportunities, challenges and decisions shaping growth agendas today.

From evaluating the potential of active ETFs and private markets to assessing expansion opportunities in the Middle East and simplifying increasingly complex vendor ecosystems, the discussion provides a concise overview of the trends influencing product, distribution and operating model strategy across the industry.

Summary of key themes

• The growing interest in active ETFs and how firms should evaluate market demand before entering the space.
• Private markets expansion, including product structures, distribution considerations and partnership strategies.
• Why firms are exploring growth opportunities in the Middle East and the factors influencing location and market entry decisions.
• How margin pressure and operational complexity are driving vendor consolidation and strategic partnerships