When Worlds Collide
An asset management industry undergoing transformational change needs to continually adapt to new challenges. These can affect how firms approach the actual business of asset management as well as the underlying investment themes and trends apparent in the assets the industry manages on behalf of investors.
Several papers look at how the investment industry deals with changing priorities and challenges and how they can be successfully integrated into work practices. Other papers highlight some strategic investment themes and trends, several of which intersect with the operational processes, procedures and decision-making inherent in asset management.
CFA Institute investigates the ways in which organisations and individuals are changing to meet the challenges of an industry undergoing transformation.
This World Economic Forum paper illustrates how asset owners and managers are integrating key systemic trends into investment processes and risk assessment methodology.
White & Case highlight the scale of M&A activity within the asset management industry.
The Pensions Institute presents a comprehensive picture of pension systems in the developing world, noting shortcomings in the private sector and how they might be tackled, while highlighting fundamental changes to public pension systems.
KPMG offers insights into the changing world of infrastructure investment, key trends that are occurring and the challenges and opportunities they are creating for investors.
This White & Case industry study outlines the key trends underway in venture capital and private equity investing in Africa.
For compliance reasons, this paper is only accessible in the UK & Europe
WisdomTree Investments highlights the diversification benefits of thematic strategies, and how a portfolio approach using several themes can control downside risk, while affording the opportunity of long-term growth.
For compliance reasons, this paper is only accessible in the United Kingdom
In this paper from Global X ETFs, they examine some of the longer-term impacts of the Covid-19 pandemic and seek to identify the key opportunities that have appeared across several of the popular thematic investing sectors.
In this video from Robeco, investment professionals Jack Neele and value investor Arnout van Rijn debate whether value investors can have a trend tilt too, as trend investing tends to have a growth bias.
In one of their ‘Future Themes’ papers, Wellington Management picks on one of their key trends of tomorrow, that of water scarcity and ownership rights becoming a dominant theme in the years to come.
FTSE Russell offers this primer into the fast-emerging theme of digital asset ownership, blockchain, and distributed ledger technologies (DLT).