Asset Management Survey Report

The Present and Future State of Asset Management

The asset management industry continues to undergo significant transformation driven by evolving investor preferences, shifting market dynamics, and advancements in artificial intelligence (AI) and other technologies. Citrin Cooperman’s 2026 Asset Management Survey Report gathers the responses and insights from 300 asset management leaders across the United States using survey questions focused on sources of capital, deal making pace, exit plans, and operations.

The topics we cover in the research and our highest-level findings focus on:

• Priority capital sources, fundraising timelines, and the shifting demands of investors
• Economic volatility and its impact on deal making, exit plans, and strategic responses
• Operational actions and intentions