Institutional Asset Managers

Best Investment Industry Paper 2017

Savvy Awards 2017 Fixed Income

WINNER: Boston Consulting Group

Global Asset Management 2017: The Innovator's Advantage

What will be the strategies for success in the global asset management industry in the years ahead? This report by the Boston Consulting Group examines the factors that it believes will separate the successful firms from those who will struggle with disruption and turbulence.

HIGHLY COMMENDED

Looking for Easy Games: How Passive Investing Shapes Active Management by Credit Suisse
In recent years, investors have been shifting their investment focus from active management to passive management. This 50-page report from Michael Mauboussin and team at Credit Suisse examines the implications of this for the industry, and in particular for the remaining active managers.

Future State of the Investment Profession by CFA Institute
This report by CFA Institute argues that while finance is a means to an end, the investment industry is struggling to recognize the end purposes. The report explores different areas of the profession and asks important questions about what the future might look like.

Beyond Fintech: A Pragmatic Assessment of Disruptive Potential in Financial Services by World Economic Forum
Split into three parts, this WEF report examines how technology is reshaping the financial services (finserv) ecosystem. Part 1 lays out the foundation for understanding the transformative potential of new entrants and innovations on finserv business models. Part 2 aims to illustrate the role of financial infrastructure in enabling the future of financial services. And finally, Part 3 returns to the structure of a previous WEF report, conducting a wide-ranging exploration of the forces reshaping the finserv ecosystem.

Global Investment Management Fees: New Savings, New Challenges by bfinance
New data from bfinance reveals falling fees across different sectors, especially where providers are facing stiff competition from cheaper providers. Meanwhile, many fund managers have seized the opportunity to launch fashionable products at a premium to their conventional equivalents, with certain breeds of unconstrained, multi-asset or advisory mandates sitting at the top of that list.

2017 Talent and Compensation Trends in Asset Management Distribution by Heidrick & Struggles
Some veterans of the asset management distribution industry describe the current environment as the most competitive of their careers. Investors are demanding much more, and turnover rates have reached almost 20%, with many firms forced to further institutionalize and professionalize their teams. This latest report, "Talent and Compensation Trends in Institutional Asset Management Distribution 2017", includes the results of a wide-ranging survey and presents market insights to help asset management firms build their teams and strategies. 

Notice for Award Winners (including highly commended papers) 

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About the Savvy Investor Awards

Savvy Investor is the world’s leading resource hub for the institutional investors. Since launch in March 2015, more than 23,000 members from across the globe have registered for the site, with 150-200 new members joining every week.

We curate the best pensions and investment white papers from around the world, and having uploaded more than 20,000 since launch, have a unique platform from which to host these Awards. The Savvy Investor Awards are judged on the basis of the quality and readability of the paper and its appeal to our institutional investor audience.

To find out how you can partner with Savvy Investor this year to enhance your thought leadership credentials in the institutional investor marketplace, please contact our Business Development Manager, Stuart Blake, stuart.blake@savvyinvestor.net

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