WORLDINVESTMENT MANAGEMENT

INDUSTRY DIRECTION

The portfolio is becoming more connected.

Primary company sources · Reviewed 13 November 2026

Three different perspectives

Amundi’s 2028 plan puts retirement, digital distribution and technology alongside investment capabilities. Franklin Templeton’s fiscal 2026 results discuss private markets and customised solutions. BlackRock’s 2026 chairman’s letter connects public and private markets with portfolio technology.

Our interpretation

A useful industry destination should explain how these capabilities fit together without pretending every investor needs every exposure. Research, education and clear assumptions can help visitors ask more precise questions.

What this platform demonstrates

The asset-class guide organises the landscape. The ecosystem directory distinguishes investment managers from data providers. The portfolio lab makes assumptions visible. These are educational capabilities; they are not connected to those companies’ products or systems.

Limits to the comparison

The companies have different business models and reporting periods. Their materials are management perspectives, not an independent comparison of investment performance. Strategic targets may change.

Sources: S02, S03, S04. Reviewed 13 November 2026.

Explore the portfolio lab →