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The megatrends reshaping the asset management industry

​12 Top Papers covering the key trends

The investment industry is being reshaped and remoulded by a variety of megatrends. These include the renewed rise of indexing in different forms, technological innovations, changing regulations, aging populations, and an uncharted monetary policy backdrop.

Below we have listed a selection of the best papers covering these secular themes, which are impacting the asset management industry.

Young Couple in Vintage Car asset management industry trends

Mass Customisation vs. Mass Production in Investment Management (EDHEC, 2016)
This 37-page paper by EDHEC-Risk Institute explores how an industrial revolution is about to take place in the fund management industry and why it involves a shift from investment products to investment solutions.

The Future of Asset Management (Robeco, June 2016)
The business of investment management will change significantly in the years ahead. Demographic and regulatory trends have imposed gradual change upon the industry, but technological developments are now injecting more urgency into the pace of change. This important paper by Robeco examines these, and other forces, in more detail.

Trends in Asset Management Salaries and Bonuses (The Savvy Blog, Oct 2016)
Asset management industry compensation is expected to fall modestly going forward, according to research from Johnson Associates. Key 2016 drivers of incentive compensation include a mix of interest rates, market activity, and ongoing uncertainty in world markets.

The Rise of Indices Is Changing the Face of Investing (S&P Dow Jones Indices)
This report by S&P Dow Jones Indices takes an in-depth look at how indices are changing the face of investing. Specifically, it examines whether passive investing can grow too large and what the possible implications of this are for active management.

Death of the Risk-Free Rate (Research Affiliates, July 2016)
The concept of the risk-free rate underpins much of investment theory and practice. In this paper, Chris Brightman argues that the absence of a risk-free rate should impact the way in which we view not just monetary policy, but also investment risk and portfolio allocations.

Digital Investment Advice: Robo Advisors Come of Age (BlackRock, Sept 2016)
This paper by BlackRock reviews the current landscape for digital investment advice. It examines a variety of business models and the existing regulation. It ends with a selection of observations and recommendations.

The Global Asset Management Industry 2016 (Boston Consulting Group, Aug 2016)
This report by the Boston Consulting Group provides insights from a recent survey of nearly 140 leading fund managers representing over 55% of global industry AuM. It aims to give new insights into the state and outlook of the industry, specifically its main sources of profitability to help asset managers build a prosperous future.

How can Fintech facilitate fund distribution? (Deloitte/Alfi, March 2016)
Fintech is a game changer within the asset management industry. This report 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.

How will Blockchain impact the Financial Industry? (Robeco, Aug 2016)
This insightful paper from Robeco explains blockchain. It examines the distributed ledger technology, transaction flows and the eco-system. It then examines the ways in which it might transform the asset management industry in the future.

The Investment Implications of an Aging World (PGIM, April 2016)
This paper by PGIM examines aging populations, now a worldwide phenomenon, and seeks to identify investment strategy ideas that can be implemented by institutional investors.

Impact of BREXIT on the UK Financial Services (Oliver Wyman, Oct 2016)
Following the UK's Brexit vote, this paper seeks to quantify the possible impacts of the decision on the country's financial services sector. Commissioned by TheCityUK, the paper seeks to model exactly what the sector looks like today and the different likely access and regulatory outcomes to come.

Evolving Investment Management Regulation: Responding to scrutiny (KPMG, 2016)
Regulators around the world are increasing their monitoring and supervisory resources, both specifically and generally in relation to investment management. This 58-page paper by KPMG examines the changing nature of investment management regulation around the world.

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