Brian Lake

Chief Transformational Officer, Goldman Sachs Asset Management · Person · Business

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Brian Lake - Chief Transformational Officer, Goldman Sachs Asset Management. Tracked across 18 mentions in podcasts and expert conversations analyzed by Sonic.

What Brian Lake has said

Brian Lake identifies alternatives, separately managed accounts (SMAs), direct indexing, and ETFs as the fastest-growing product areas in asset management.

bullish·Brian Lake

Brian Lake believes the primary challenge to broader adoption of private and alternative investments in retail portfolios is investor education.

neutral·Brian Lake

Brian Lake predicts that the next major area for innovation in asset management will be the client experience, focusing on transparency and real-time information access.

bullish·Brian Lake

Brian Lake identifies alternatives, separately managed accounts (SMAs), direct indexing, and ETFs as the fastest-growing product areas in asset management.

Expert perspectiveBrian LakeApr 6

Brian Lake believes the primary challenge to broader adoption of private and alternative investments in retail portfolios is investor education.

Expert perspectiveBrian LakeApr 6

Brian Lake predicts that the next major area for innovation in asset management will be the client experience, focusing on transparency and real-time information access.

Expert perspectiveBrian LakeApr 6

Brian Lake predicts that retail investor allocation to alternative investments will increase from less than 5% currently to closer to the 20% level seen in institutional portfolios.

Expert perspectiveBrian LakeApr 6

Brian Lake predicts the market for alternative and private investments could grow to $20 to $30 trillion over the next decade.

SpeculativeBrian LakeApr 6

Goldman Sachs Asset Management's in-house direct indexing technology operates on a daily trading basis to optimize tax-loss harvesting.

Official sourceBrian LakeApr 6

Goldman Sachs Asset Management's direct indexing and alternatives capabilities were developed in-house over several decades.

Official sourceBrian LakeApr 6

Goldman Sachs Asset Management is ranked either number one or number two in the United States for direct indexing solutions.

Official sourceBrian LakeApr 6

The direct indexing market is growing at a compound annual growth rate (CAGR) of over 20% per year.

Expert perspectiveBrian LakeApr 6

PowerShares' initial strategy was to be a provider of non-market cap weighted ETFs, now commonly known as Smart Beta or Thematic funds.

Expert perspectiveBrian LakeApr 6

At the time of its acquisition by Invesco, PowerShares had approximately $6 billion in assets under management.

Expert perspectiveBrian LakeApr 6

Goldman Sachs Asset Management has launched active municipal bond ETFs, a product area where it considers itself a market leader.

Official sourceBrian LakeApr 6

Goldman Sachs Asset Management ranks as the eighth largest asset manager in the world.

Official sourceBrian LakeApr 6

Goldman Sachs Asset Management is a top-five firm globally in both active public market investing and private market investing.

Official sourceBrian LakeApr 6

Goldman Sachs Asset Management is a $3.2 trillion asset manager.

Official sourceBrian LakeApr 6

Bruce Bond, the founder of PowerShares, now runs the ETF business Innovator.

Expert perspectiveBrian LakeApr 6

The ETF industry has grown from less than $100 billion in assets 20 years ago to $15 trillion today.

Expert perspectiveBrian LakeApr 6

Goldman Sachs Asset Management has launched buffered ETFs designed to protect against downside risk of 5% to 15% while allowing for participation in equity market upside.

Official sourceBrian LakeApr 6

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