Institutional Asset Managers

The Investment Industry - Top White Papers of 2017

The Top 16 Investment Industry Papers of 2017

With index returns up across the board, 2017 was a good year to be an investor, but the industry as a whole is still facing a multitude of challenges. 

Below we list our selection of the top "investment industry" papers of 2017 - a mix of Savvy Award winners, the most popular papers and our personal favourites.

Savvy Investor

Asset Management: The Science Of Competing at Scale (State Street)
The asset management industry is experiencing pressure on its existing business models. This report sets out "smart growth" strategies for investment managers so that they can differentiate their value proposition.

Global Asset Management 2017: The Innovator's Advantage (Boston Consulting Group)
(Category Winning Paper, Savvy Investor Awards 2017)  Rising AuM and rising asset values, yet falling profits? In this report, BCG explores the outlook for the global fund management industry. 

The Importance of Brand Awareness: Quantifying the Impact on Asset Manager Growth (eVestment)
Asset managers should be more aware of the role that brand awareness plays in the investment process. eVestment identifies a metric to analyze awareness, so that managers who are effective in creating awareness are better able to compete.

Risk & Reward Q4 2017: The Rise of Digital Lending (Invesco)
(For compliance reasons, this paper is only accessible in the UK and several EU countries)
This issue of Risk & Reward examines digital lending and alternative finance platforms in order to explore implications for investors. It also features articles on factor investing, real estate, and securitized assets.

The Role of the Corporation in Society (Eaton Vance Institutional)
(For compliance reasons, this paper is only accessible in the USA and Canada)
The first paper in the Calvert-Serafeim Series covers two themes: ways in which sustainable business practices may impact financial valuations, and the valuation premium held by sustainability leaders in equity and fixed income markets.

The Financial and Societal Benefits of ESG Integration: Focus on Materiality (Eaton Vance)
(For compliance reasons, this paper is only accessible in the USA and Canada)
This paper is the second in the Calvert-Serafeim Series uncovers how a thorough analysis of ESG data can potentially help boost portfolio returns without additional risk.

Time for a new growth strategy? Benchmarking your growth readiness (State Street)
State Street’s Growth Readiness Indicators allow users to assess their objectives, capabilities, and strategies for growth against their peers, with specific emphasis on asset allocation changes, distribution strategies, and new technology.

How the Active vs. Passive Debate Misses the Point (Swan Global Investments)
The authors of this paper take a different approach to discussing "active vs passive" and explain why the debate misses the point.

Changes on the Institutional Investment Horizon: Is short-term thinking on the rise? (Franklin Templeton)
(For compliance reasons, this paper is only accessible in the EMEA region)
This report provides the findings from a global survey of 571 institutional investors about how they are adapting to changing market conditions since the global financial crisis.

Beyond Fintech: A Pragmatic Assessment of Disruptive Potential in Financial Services (WEF)
(Commended Paper, Savvy Investor Awards 2017)  Split into three parts, this report by the World Economic Forum examines how technology is reshaping the financial services (finserv) ecosystem.

Global Investment Management Fees: New Savings, New Challenges (bfinance)
(Commended Paper, Savvy Investor Awards 2017)  New data from bfinance reveals an environment typified by the duality of falling fees across highly competitive sectors, yet new fashionable product launches such as unconstrained funds.

2017 U.S. Investment Management Fee Survey (Callan)
This survey by Callan presents research on investment management trends and fee payment practices.  A wide sample of U.S.-based asset owners and investment organizations were surveyed for the report.

Future State of the Investment Profession (CFA Institute)
(Commended Paper, Savvy Investor Awards 2017)  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.

2017 Talent and Compensation Trends in Asset Management Distribution (Heidrick & Struggles)
(Commended Paper, Savvy Investor Awards 2017)  This report presents findings from a comprehensive survey, and details how a highly competitive environment has forced many institutional investors to professionalize their teams.

Demographic dividends, corporate challenges (LGIM)
(For compliance reasons, this paper is NOT accessible in the USA and Canada)
Life expectancy has increased dramatically in the 20th century, yet this human success story is creating challenges for corporations that are struggling to deal with an older population.

Japan's Asset Management Business 2016/2017 (NRI)
This 31-page paper by Nomura Research Institute provides important insights into the state and outlook of Japan's asset management industry.

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