Manager Selection & Mandates

Investment Marketing - 12 Top White Papers

Twelve top papers for investment marketers

Please find below our selection of 12 top white papers for investment marketers, as selected by the Savvy Investor Research Team.

business people Investment Marketing white papers

Manager Selection: Shining a Light on Shadow Searches (eVestment, 2017)
In the past few years, there has been a significant shift in how institutional investors and consultants are approaching manager selection and research. This paper discusses some of the recent trends in screening of asset managers.

Distributed Ledger Technology: A new model for asset management (PwC)
This white paper provides the results of recent research into Distributed Ledger Technology between ten key players, as well as the development of a proof of concept using Blockchain technology in the area of asset management.

Global Investment Management Fees: New Challenges (bfinance, 2017)
This 16-page report from bfinance provides insight into fees in asset management; the trends and pressures.

Future of the Asset Management Industry - Eight Perspectives (Kurtosys, 2017)
This paper by Kurtosys asks eight leading financial professionals their opinions of where they see the asset management industry in five years’ time. Their responses cover a range of themes including fees, regulation, robo-advisors, ETFs, etc.

Brexit: The impact on the Asset Management industry (CFA, May 2017)
This guide has been written by CFA Institute. It explores the legal and regulatory considerations following Brexit and analyses the possible outcomes.

Manager Selection: The Ten Attributes of Great Investment Managers (Savvy Investor blog)
This Savvy Investor blog post lists some of the best papers on the attributes that make great investors, including some helpful insights from Michael J. Mauboussin of Credit Suisse.

Best Practices in Formal Meetings with Investment Consultants (Cambridge Associates)
Formal meetings with investment consulting firms can be make-or-break moments for asset managers. This paper by Greenwich Associates helps guide managers through the formal meeting process from start to finish.

The Global Asset Management Industry - the top reports from the last six months
This selection of Asset Management industry studies from the last six months includes reports covering compensation, business trends and marketing strategies.

Global Pensions Asset Study 2017 (Willis Towers Watson)
The 2017 Global Pensions Asset Study covers 22 major pension markets. It analyzes asset size, asset allocation, DC and DB shares of pension assets, and six medium-term factors that are increasingly influential on pension fund development.

The world's 300 largest pension funds (Willis Towers Watson, 2016)
This detailed 2016 paper by Willis Towers Watson provides invaluable insights into the financial state of the largest 300 pension funds in the world.

How can Fintech facilitate fund distribution? (Deloitte, 2016)
Fintech is proving to be an asset management industry game changer. This report by Deloitte seeks to describe the impact this recent phenomenon is having on the distribution model of the industry.

The Case for Professional Marketing Data Management and Distribution (IMCA)
This paper makes the business case for why investment managers should be investing in marketing solutions that manage the growing amount of data they produce.

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