We have read with the interest the 2025 Outlook reports of some of the world’s most influential asset managers and PE firms and many of you have shared your priorities with us directly, whether it’s navigating economic shifts, using AI effectively, capturing opportunities in private markets, or staying ahead of evolving ESG requirements.
Whilst technology is not always the answer, we believe a good tech stack provides a solid foundation for solving complex problems and creating more efficient ways of working.
-
The Global Economic Picture
Widely acknowledged across the industry and highlighted by both Mercer and Allianz Global Investors, the global economy is expected to grow moderately in 2025, with the U.S. leading this growth. Central banks are likely to begin easing interest rates gradually, and inflation is expected to remain persistent but less intense than in recent years.
For investors, these trends highlight the need for tools that can analyze the impact of economic shifts on portfolios. Dasseti COLLECT helps clients assess risk and make informed decisions by offering clear insights into investment performance under varying economic scenarios.
- Private Markets and Alternatives
General consensus across the sector and highlighted by Goldman Sachs, Adams Street Partners, Macquarie, Amundi & Abrdn is that private markets are likely to see a resurgence in deal activity and exits. Private credit and infrastructure investments are gaining importance, and managers are increasingly focused on operational improvements within portfolio companies.
Dasseti COLLECT clients use our platform to collect and analyze hard to find data so they can evaluate opportunities more efficiently. Our ESG solution also supports firms in assessing sustainability metrics, particularly in complex and opaque areas like infrastructure and private credit, where these factors are becoming central to investment decisions.
- Technology as a Key Driver
Institutional Investor, Morningstar and Acuity Knowledge Partners state that technology, particularly AI, continues to have transformational effects on the investment sector. From discussions with clients and prospects, we know that for firms of all sizes, digitalization and automation are becoming essential in driving operational efficiency and staying competitive.
At Dasseti we have integrated AI into our tools to streamline processes such as data extraction, due diligence, and reporting, not because it’s shiny and new, but because we see real time saving and accuracy value for clients. For example, our solutions can automatically populate investor requests, saving time for managers and improving accuracy. These capabilities are especially valuable as firms adopt more technology-driven approaches.
- ESG and Sustainability
While ESG and sustainability remain important themes for 2025, the approach is evolving towards more focused, financially material considerations and increased regulatory compliance.
Clarity AI highlights that sustainable investing remains a priority for many asset managers, driven by long-term performance expectations and increasing regulatory requirements. They predict the effectiveness of existing ESG regulations will be tested in 2025, with key milestones including compliance reports under CSRD and SDR. They also believe that there will be a shift towards more discrete, institution-specific sustainability strategies, moving away from public collaborative initiatives.
We are certainly seeing disparities in appetite for ESG and sustainability solutions in different regions, with the US favouring a value creation approach and Europe and Asia focusing on regulatory pressures. Dasseti ESG’s unique portfolio look through capabilities mean we can support clients in measuring and assessing any metrics, demonstrating value creation, compliance with specific regulatory requirements, or impact over time.
Our partnership with Nasdaq allows us to offer a holistic suite of services throughout the private markets value chain from LP through to portfolio company.
- Public Market Opportunities
Janus Henderson, Russell Investments and Fidelity all believe that while U.S. mega-cap stocks have dominated in recent years, 2025 may bring broader opportunities in global markets. Small and mid-cap stocks, especially in Europe and Japan, could present attractive investments.
Dasseti’s analytics tools allow firms to track and evaluate opportunities across asset classes, regions and sectors. By integrating diverse datasets, our platform helps investors identify trends and make well-informed decisions.
- Shifts in Investment Strategies
According to multiple outlook reports including those by JP Morgan and Deloitte, investors are placing more emphasis on thematic strategies and sectors driven by technological advancements. Private markets are also becoming a larger part of diversified portfolios.
Dasseti supports these strategic shifts with tools that allow investors to easily customize due diligence templates and track the performance of private market investments over time. This flexibility ensures that clients can adapt to evolving priorities.
- Addressing Liquidity and Fundraising Needs
As private equity deal flow picks up, so will the demand for liquidity solutions like continuation vehicles and secondaries. Harbourvest, State Street Global Advisors and Cambridge Associates all predict that fundraising activity is also expected to increase.
Whether it’s managing secondaries due diligence or responding to investor queries during fundraising, Dasseti’s tools are built to handle complex data collection and reporting needs quickly and securely.
-
Navigating Geopolitical Risks
Unsurprisingly, many global asset managers including Amundi, Allianz Global Investors, EY and Columbia Threadneedle highlight that geopolitical uncertainties remain a key challenge for investors. They believe trade policies, regional economic shifts, and geopolitical tensions could affect market dynamics in 2025.
As a flexible solution, Dasseti offers regional customization in data collection and reporting, helping firms respond to local regulatory requirements and economic conditions.
Our global, locally based teams of client success managers understand the regional challenges our clients face. They’re on hand to assist in adapting the data collection, reporting and analytics to suit new and emerging challenges.
Dasseti’s analytics dashboards can provide clear visualizations to help clients understand how geopolitical events may impact their investments.
Preparing for 2025 with Dasseti
Our goal for 2025 and beyond is simple: Level the investment playing field and help institutional investors to assess a broader range of managers to invest in; Give managers the tools they need to put their fund and company information in front of more investors; Provide tools for sustainability focused investors and managers to accurately assess the performance and progress of their underlying private markets investments.
If you’d like to find out how Dasseti can support you and your firm in reaching it’s 2025 goals, get in touch today.