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Back to the Future of Asset Management

  • ,  Chief Executive |
  • 21 May 2018
  • Updated 08 Jun 2018

What will the future hold for asset management?

In 1985, it was foretold that travel in the year 2015 would either be via hoverboards or flying cars. While neither of these predictions came to fruition, there have been some remarkable advances in the fields of artificial intelligence and fintech. But what does the future hold for asset management?

In this list of papers, we examine changes in the investment industry. We explore the implications of an inclination towards indexation, study the rise of cryptoassets, and gain insights into how data is changing the way in which managers invest.

Savvy Investor

Investment Firm of the Future (CFA Institute, 2018)
Investment firms face a future in which change is accelerating. In this report, CFA Institute describes alterations to the investment management landscape and analyzes how firms can adapt their models to succeed in the future environment.

Data and Analytics: A State Street Study (May 2018)
Data is changing the ways in which people manage their investments. This State Street survey looks at how institutional investors are using data and analytics, and where they see the opportunities.

Active Strategies, Indexing and the Rise of ETFs (BlackRock)
(For compliance reasons, this paper is only accessible in the United States)
Institutional investors are flocking to ETFs, and the future of the portfolio management industry is transforming due to the blurring of lines between active and passive management. 

Why it will pay to be the last active investor standing (AB, 2018)
(For compliance reasons, this paper is only accessible in North America and South America)
Although there have been massive inflows into passive equity strategies in the last decade, when looking towards the future, the pendulum may be swinging back in favor of active management. 

Cryptoassets and the rise of the token (Invesco Risk & Reward, 2018)
(For compliance reasons, this paper is only accessible in certain geographies)
Could there be a truly transformative technology underpinning the rise of Bitcoin and other cryptotokens?  Will the blockchain have staying power and real-world applicability?  Invesco investigates the merits of cryptotokens.

IQ Magazine Spring 2018 - Life after easy money (State Street Global Advisors)
This issue of State Street Global Advisors' Investment Quarterly magazine deals with the end of the age of easy money, with other articles on inflation risk, trade disputes, and intangibles.

Global Asset Managers in China: Riding the Waves of Reform (Oliver Wyman, 2018)
China is slowly opening its markets to global asset managers, and one way to gain a foothold there may be via the private securities fund business. Oliver Wyman sheds some light on this opportunity and its unique challenges.

Impact Investing & the Global Microfinance Sector (DWS AM, 2018)
(For compliance reasons, this paper is only accessible in the UK)
The microfinance sector promotes many of the UN's Sustainable Development Goals, and should continue to benefit from increased interest in impact investing on behalf of both retail and institutional investors.

Asset Management Salary Surveys by Region (End-2017 Review)
Our Research Team has curated this unique list of the best asset management salary surveys, covering a variety of roles within fund management, back office, pensions and finance roles, by country and region.

2017 Compensation Trends in Asset Management Distribution (Heidrick & Struggles)
The asset management industry is a competitive environment - turnover is high, yields are low, and investors are demanding more and more. This survey from Heidrick & Struggles presents market insights for asset management distribution.

Forward-looking solutions for tomorrow's asset management firms (Deloitte, 2018)
Deloitte examines the ways in which the asset management industry is going digital. Its authors explore how technology is shaping the industry and why firms must develop and implement innovative and effective solutions for the future.

The Next Generation - A Global Survey on Investor Trust (CFA Institute, 2018)
CFA Institute provides recommendations for investment managers on how to improve trustworthiness with clients by adapting to new technologies and being on the forefront of the democratization of the finance industry.

Why wealth management can't afford to miss the digital wave (PwC, 2018)
Technology is a powerful, transformative force that has shaped not only the speed with which we connect to each other but our very way of living. How will the wealth management industry adapt to the current pace of technological change?

21st CEO Survey: Findings from the Asset and Wealth Management Industry (PwC)
In this PwC's survey, 126 CEOs from the asset and wealth management industry share their views on the industry as a whole, changes on the horizon, organic growth, the current regulatory environment, and other topics.

Capital Markets Technology 2022 (Accenture)
Accenture looks at some of the challenges facing the asset management industry over the next 5 years, including fee compression, automation, negative publicity, and the difficult task of attracting and retaining talent.

Quarterly overview of EU legislative and regulatory developments (State Street)
This 64-page report by State Street provides detailed insights into important legislative and regulatory developments in the European Union - from MiFID II to GDPR, to some of the regulatory implications of Brexit.