Investment Process

Savvy Investor hits 10,000 members – why not join today?

Access The World’s Top Investment Research and White Papers

Savvy Investor is a free resource hub and research library for institutional investors. We curate the world’s best investment papers, enabling asset managers, asset owners and investment consultants to stay abreast of the best white papers and thought leadership, within their specific areas of interest.

Visit to take a look and join today, or browse from a selection of the most popular papers since we launched just over 12 months ago:


The Investment Industry
Front Office and Asset Management Compensation (various surveys 2015-2016)
The Cost of Investment Management: A guide for fiduciaries (Commonfund, 2015)
Survey: Digital Marketing Practices at Asset Management Firms (Kurtosys, 2016)

Asset Allocation and Asset Owner Structures
The $260bn Pension Risk Transfer Market: Going Global (Prudential Financial)
Norway vs Yale vs Canada: Investment Models for the Long Term (BNY Mellon)
A Comprehensive Investment Framework for Goals-Based Wealth Management (EDHEC)

The Investment Process
ESG - Road Blocks or the Road to Integration? (FTSE Russell, Apr 2016)
Can Active Management Make a Comeback? (Neuberger Berman, Oct 2015)
Active Managers - What to Look for and Why (Columbia Threadneedle 2015)

Alternative Investments
Private Equity - the Co-Investment Opportunity (Cambridge Associates, Apr 2015)
Investing in illiquid assets: A review (Robeco, Sept 2015)
Infrastructure Rising - An Asset Class Takes Shape (BlackRock, Dec 2015)

Smart Beta and Factor Investing
Is Smart Beta just Monkey Business? (EDHEC, 2015)
Multifactor Indexes: The Power of Tilting (FTSE Russell, 2016)
Factor-based investing (Vanguard, 2015)

When you visit Savvy Investor, you'll see why the site has become an instant hit with pension funds, investment consultants, asset managers, CIOs and other investors.