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Top Investment Industry Papers of 2018

The best of 2018 - white papers covering the Investment Industry

The winning and commended papers for all 15 categories at the 2018 Savvy Investor Awards were announced on December 4th.  The first link below will take you straight to our blog for the Best Investment Industry Paper category, where you can view both the winning paper and the other commended papers that were recognized.   

Additionally, we've included some great investment industry papers from the past few weeks, most of which just missed the cutoff for this year's awards.  

investment industry 2018

The Best Investment Industry Papers of 2018 (Savvy Investor Awards)

The winner of this year's award for Best Investment Industry Paper was bfinance. Click here for more information about their paper as well as other commended papers recognized in the Savvy Investor Awards.

The Future of Regulation Technology (State Street)

This report outlines the thoughts and insights of technology and regulation specialists from some of the world's largest asset managers. They consider a variety of themes, including: (i) the current regulatory landscape; (ii) likely areas of future compliance focus; (iii) the potential for the industry to change how institutions and regulators interact, and more.

The Asset Management Digital Marketing Survey 2018 (Kurtosys)

This Kurtosys survey covers digital marketing trends for the asset management industry. Over half of the respondents believe that the typical 2-page fund factsheet is ripe for disruption.

Will the good times keep rolling for Asia's asset managers? (McKinsey & Company)

Asian asset management companies have seen their AUM grow by 9% annually over the past decade. As markets like China continue to open to international investment, will this trend continue?

The Curious Disappearance of the Index Effect (Axioma)

Axioma looks at the weakening of the 'index effect' over the past 5 years. The index effect refers to when a stock experiences positive excess returns from being added to (and negative excess returns from being removed from) an index.

M&A in the Asset Management Space (eVestment)

eVestment examines mergers and acquisitions activity in the investment management field, as well as the ability for companies to identify and assess acquisition targets within this industry.

The 2018 Global Family Office Report (UBS AM)

This 84-page report from UBS Asset Management looks at the state of the global family office. Over 300 family offices participated in this year's survey.

State Street's 2018 Growth Readiness Study - the results

State Street’s annual Growth Readiness Study gauges the investment industry’s perspective on opportunities and challenges to achieving growth. This year’s results provided valuable insights on global investor sentiment as well as emerging trends.

Inescapable investment "truths" for the decade ahead (Schroders)

Schroders discusses the economic drivers and disruptive forces (of a demographic, environmental, political, and technological nature) that could shape the investment landscape in the next 10 years.

Building Cyber Resilience in Asset Management (Investment Association)

In this report, The Investment Association and KPMG discuss the threat of cyber attacks and the level of preparedness for such an occurence within the asset management industry.

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