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Product Shelf Syndrome

Why mid-tier asset managers are losing margin and client trust to third-party products — and five ways out.

Most asset managers distribute third-party products and hand the margin — and the client relationship — to the issuer. This report names that pattern and quantifies its cost to mid-tier managers.

It then lays out five routes to capturing the full value of your own investment IP by building a proprietary product shelf.

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In-depth research on assetization, product structuring, and the future of investment manufacturing.

For professional and qualified investors only. This page is provided for informational purposes and does not constitute an offer to sell or investment advice. GenTwo is a platform provider and issuance infrastructure — not an investment manager or advisor.