• Key findings on capital raising in asset management according to the data from the III Annual Report of the Asset Securitization Sector 2025-2026, developed by FlexFunds in collaboration with Funds Society.
• These findings are mainly directed at fund and asset managers looking to understand how and why to raise capital and expand their client base.
• FlexFunds offers an asset securitization program that helps raise capital from various global investors. For more information, feel free to contact our experts.

Capital raising has become a fundamental aspect of portfolio management. It not only represents the potential to expand the base of assets under management but also allows for risk diversification and generates economies of scale that strengthen managers’ competitiveness.

In a financial market characterized by digitalization, increasing competition, and a growingly complex global economic environment, the ability to attract and retain investors depends on various factors that go far beyond mere profitability.

Profitability and perceived risk: The pillars of capital attraction

According to the III Annual Report of the Asset Securitization Sector 2025-2026, the most influential factor in capital raising is profitability.

80% of surveyed managers rated this criterion as highly relevant. This result aligns with the basic logic of financial markets: clients aim to maximize returns on their investment.

The second most important factor is the perception of risk. 76% of participants highlighted that this element is decisive for clients when making investment decisions.

In contexts of high volatility or economic complexity, investor psychology plays a significant role.

Risk aversion and the search for security lead clients to prioritize proposals that ensure capital preservation and reasonable liquidity, even if it means sacrificing part of the potential return.

Competition and innovation: Differentiation in a saturated market

The study also reflects the growing weight of competition. 74% of respondents considered this factor relevant or very relevant, confirming that the market is saturated with offers.

It is no longer enough to offer attractive products. Firms must design positioning, customer service, and innovation strategies that allow them to stand out from similar alternatives.

In this regard, innovation in financial products emerges as a key element, with 73% of responses rating it highly relevant.

Clients are increasingly valuing the ability to access flexible, personalized instruments tailored to different risk profiles. This finding reflects a shift in investor expectations, who now demand not only results, but also more sophisticated, transparent structures aligned with their objectives.

Moreover, digital platforms, with 55% relevance at the highest levels, are also part of this transformation. Accessibility, transparency, and technological usability have become differentiating attributes, especially among younger and more sophisticated market segments.

Liquidity and trust in the financial system

Although with less relative weight, factors such as liquidity and systemic security still hold a prominent place in investors’ priorities.

63% of managers pointed out that the lack of liquidity is a relevant concern for clients, while 48% mentioned the insecurity of the financial system as a worry.

These percentages indicate that while there is trust in the financial infrastructure, clients continue to place significant importance on the ability to access their resources quickly and without complications.

Liquidity continues to be perceived as a safety attribute, especially in environments where macroeconomic stability is not guaranteed.

Client priorities: Security and long-term vision

The III Annual Report of the Asset Securitization Sector 2025-2026 also detailed that the analysis of client priorities confirms that, beyond short-term conditions, there is a clear preference for security and sustained profitability over time.

64% of respondents rated long-term profitability as extremely important, while 62% gave equal importance to capital preservation. In fact, 94% rated this latter factor as highly important (7 or more out of 10).

This pattern reflects a trend toward conservative strategies, where clients seek not only to achieve benefits but also to protect their wealth in the long term.

In contrast, immediate profitability holds less weight: only 10% rated it as extremely important. This data suggests greater financial maturity, where consistency and stability weigh more than quick but volatile returns.

Overall, the results from the report show that capital raising is influenced by a combination of financial, psychological, technological, and regulatory factors.

Profitability and security remain the core of investment decisions. However, elements such as innovation, digital experience, and transparency are gaining increasing importance in the equation.

To explore more statistics, feel free to download the III Annual Report of the Asset Securitization Sector 2025-2026 easily and for free.