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Asset Management Distribution - Rewards for Excellence

  • ,  Chief Executive |
  • 24 Aug 2018
  • Updated 08 Jun 2018

The Top Papers on Asset Management Distribution

According to a McKinsey white paper, only one-third of an asset management firm's growth is explained by its investment performance. The other two-thirds is explained by its distribution and "sales alpha". How can firms develop an effective framework for asset management distribution?

A recent eVestment white paper suggests five fundamental principles to be followed for distribution excellence. Other reports selected by our Research Team pertain to a variety of topics around asset management distribution. We've also highlighted a study from Heidrick & Struggles, which details compensation levels in asset management distribution. All papers are free to access for members registered with the Savvy Investor platform.

Asset Management Distribution white papers rugby tackle

Distribution Excellence: Five Fundamentals for a Disciplined Approach (eVestment)
eVestment discusses the difficulties of achieving distribution excellence and explain a disciplined, integrated approach which they refer to as "The Distribution Excellence Framework".

2017 Talent and Compensation Trends in Asset Management Distribution (H&S)
This latest report by Heidrick & Struggles, on asset management distribution, includes the results of a wide-ranging survey and presents market insights to help asset management firms build their teams and strategies.

Cross-border Distribution is Key to Competition (KPMG, Jun 2018)
Despite recent regulations, Europe still struggles with cross-border distribution issues. The EC has attempted to create a pan-EU landscape for investments and pensions, but some countries lag behind.

How will Blockchain impact the Financial Industry? (Robeco, 2016)
Robeco explains the distributed ledger technology, transaction flows and the eco-system of blockchain. The paper then explores the ways in which DLT might transform asset management in the future. 

Changes and Opportunities in the European Cross-Border Fund Distribution Industry (Deloitte, 2018)
Cross-border hubs such as Ireland and Luxembourg have been critical to the efficient delivery of cross-border investment distribution due to key competencies and specific infrastructures of scale in those localities.

Content Marketing Among the World's Largest Asset Managers (BackBay, 2017)
BackBay looks at social media channels and the overall marketplace for Content Marketing, providing insight about content frequency, distribution channels, and the importance of thought leadership in the asset management industry.

Best Practices in Formal Meetings with Investment Consultants (Greenwich Assoc)
This popular paper from Greenwich Associates guides asset management firms through the preparation, execution and follow-up of formal meetings with investment consulting firms.

Forward-looking solutions for leading asset management firms (Deloitte, 2018)
This report by Deloitte examines the rapid digitisation of the asset management industry. Its authors explore how technology is shaping the industry and why firms must develop and implement innovative and effective solutions for the future.

Benchmark Your Global Fund Distribution 2018 (PwC, 2018)
PwC delves into the world of global fund distribution. It explains its evolution, benchmarking, target markets for distribution, the top 100 cross-border management groups, and more.

2018 Rankings: The top foreign asset management firms in China (Z-Ben Advisors)
Z-Ben Advisors’ 2018 China Rankings looks at the extent to which global asset managers have gained traction in China, as the Chinese markets continue to open up to foreign investment. 

How can Fintech facilitate fund distribution? (Deloitte, 2016)
Fintech could be an industry game changer. This report by Deloitte seeks to describe the impact this recent phenomenon is having on the distribution model of the industry and the strategies to be adopted by incumbent players.

Salaries for fundraising and asset gathering investment professionals (Emolument)
Emolument reports that the average salary for Asset Gathering/Fundraising professionals is $125,000 per year. The average bonus for Asset Gathering/Fundraising is $47,000.

The Importance of Brand Awareness (eVestment, 2018)
Brand awareness is an important driver in the growth of institutional asset managers of all sizes. It answers the question, how familiar are investors with your firm and your products? This eVestment paper tries to quantify this intangible.

International distribution of French investment funds (Euroclear, Apr 2018)
Euroclear presents 16 recommendations for the purpose of enhancing the attractiveness of the French marketplace for investment products.

Investment Management Fees: Competition, Transparency, Compression, and Regulation
Earlier in the month, our Content Team compiled this list of the top papers on investment management fees.