Impacts of the COVID-19 Pandemic on Digital Investment Management Platforms

Digital investment management platforms have been able to manage the challenges brought on by the crisis so far.

Boston, May 28, 2020 – With the industry hardly a decade old, many digital investment management providers have never experienced an event as extraordinary as the COVID-19 crisis, which has brought the previous expected trajectory of digital investment management in 2020 into question. How has the COVID-19 pandemic and the fears surrounding it impacted the space in the early stages of the crisis?

This report takes the pulse of the marketplace in light of the COVID-19 pandemic and serves as a follow-up to the latest digital investment management market monitor report. It is based on interviews of five leading U.S.-based firms during April 2020—three digital investment management platforms that are part of large discount brokerage franchises and two startup firms—as well as secondary research from company reports. 

This 19-page Impact Report contains two figures and four tables. Clients of Aite Group’s Wealth Management service can download this report, the corresponding charts, and the Executive Impact Deck.

This report mentions Acorns, Betterment, Charles Schwab, Fidelity, JPMorgan Chase, Morgan Stanley, Motif, Principal Financial, Robinhood, Stash, and Vanguard.

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