Edelman Smithfield’s investor pulse research, "Unlocking Value in Financial Services,“ reveals insights from 300 institutional investors on the sector regarding valuation, the merger and acquisition (“M&A”) environment, trends in shareholder activism, and capital allocation.
Fielded between May 2, 2023 and May 12, 2023, respondents included institutional investors in the US, UK, and continental Europe (France, Germany, Switzerland). Of the firms represented by investors, 50% have $50 billion or more assets under management.
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