Beyond the headlines: What truly drives ROI in asset management?
Everyone talks about market performance. But in 2025, the real drivers of ROI are shifting.
Here's what our research shows:
Stable market conditions (55%) and reduced financing costs (54%) are key signals for favorable transactions.
Private debt and private equity continue to lead with the greatest anticipated ROI over the next three years.
Data centers are emerging as a significant area of interest, fueled by AI advancements.
But many firms still prioritize:
Over-reliance on public market fluctuations.
Overlooking the strategic advantage of private capital.
Underestimating the infrastructure needs of future tech (like AI).
Chasing short-term market gains isn't enough. Sustainable growth comes from understanding and leveraging deeper economic and technological shifts.
Today's astute investors are looking for:
Strategic insights into private markets.
Opportunities in emerging sectors like AI infrastructure.
Partners who can identify and capitalize on true value drivers.
Investors are evolving. Are your investment strategies keeping pace?
Source: KPMG 2025 Asset Management Industry Outlook