Other Institutions

Other Institutions - Articles & White Papers

White papers and articles covering a range of topics relating to institutions other than pension funds. This covers asset owners such as endowments and foundations, insurance companies, SWFs and central banks, and also traditional asset managers, wealth managers and investment consultants. Many of our most popular reports cover the investment management industry itself, for instance: examining business strategy for alternative asset managers, exploring the "megatrends" shaping the investment management industry, or analyzing the drivers of change in the global wealth and asset management industry. However, our most popular reports are those which show the results of salary surveys - surveys of fund manager compensation, for front office and asset management roles, in both the UK and US. For more specific research listings - for instance papers for endowments, reports on SWFs, or research for insurance asset managers - please click on the appropriate section in the topic menu at the top of the page.
  • Robeco

    The Future of Asset Management (Robeco, 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. In this white paper, Robeco examines the forces that are driving change, and how this will transform the industry. The authors ...

    • Professional
    • Views: 2383
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  • Michael Page

    UK Front Office Banking & Asset Management Salary Survey 2017

    This 22 page report from Michael Page details average remuneration (salary plus bonus) for a range of front office banking and fund management positions, including compensation for asset managers, quants, investment strategists, equity analysts, multi-asset portfolio managers, debt and credit analysts, and those in research/strategy and sales/trading roles in the UK. The ...

  • Robeco

    How will Blockchain impact the Financial Industry? (Robeco, 2016)

    There is growing agreement that Blockchain technology, though overhyped, is here to stay. This excellent report from Robeco explains 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. 

    • Professional
    • Views: 1861
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  • Best Practices in Formal Meetings with Investment Consultants

    • 17 Apr 2016
    • Posted by: , Manager, Institutional Marketing - Investment M...
    • Manager, Institutional Marketing - Investment Management Practice

    Formal meetings with investment consulting firms can be make-or-break moments for asset managers. Strengthening relationships with consultants and ultimately winning a prized spot on their selective shortlists hinges on a manager’s performance in face-to-face formal meetings.

    Our recently released white paper, Best Practices in Formal Meetings with Investment Consultants, ...

    • Professional
    • Views: 1265
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  • State Street Global Advisors

    ESG Institutional Investor Survey: Performing for the Future (SSGA, 2017)

    The adoption of ESG principles is picking up steam and moving into the mainstream, reflecting a view that ESG insights and perspectives can address multiple objectives. In this survey SSGA finds that, in addition to targeting positive social or environmental impacts, ESG criteria are increasingly seen as capable of improving investment returns. This 24 page document examines the ...

  • Johnson Associates

    2016 US Asset Management Compensation Survey Results (Johnson Associates)

    This review of salaries in US Asset Management shows how the mix of pay is changing, within certain specified asset management roles. The survey shows that pay levels in the US asset management industry declined in 2016—marking the second consecutive year of reduced compensation for professionals at traditional asset management firms and the third for hedge funds. 

    • Professional
    • Views: 2210
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  • Willis Towers Watson

    A Guide to Delegated Investment Management (Willis Towers Watson, 2016)

    This detailed document from Willis Towers Watson provides plan sponsors with valuable insights into delegation. As a consequence of delegation, plan sponsors have access to relevant skills that are lacking. They also can devote more time to oversight and strategy issues. The authors emphasise the importance of objectives evolving over time as the objectives of a delegate mandate ...

  • CFA Institute

    Survey of Canadian CFA Charterholder Compensation (2015)

    An excellent and comprehensive study of compensation amongst Canadian CFA Charterholders. Showing salary, bonus and benefit levels for portfolio managers, multi-asset PMs, portfolio analysts, risk analysts, compliance/regulatory professionals, investment marketers, product development professionals, investment advisers and private client execs. Compensation levels are cut and ...

    • Professional
    • Views: 2663
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  • Insurance Asset Management - a comprehensive guide

    This excellent 120 page report from Patpatia & Associates provides a comprehensive guide to investment practices and policies within US and global insurance asset management. The document analyses the variations in strategy for different business lines, such as life & annuity business, property & casualty, and health insurers. It also considers investment strategies in ...

    • Professional
    • Views: 2019
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  • Willis Towers Watson

    Future Fund and Willis Towers Watson 2017 Asset Owner Study

    This study was commissioned by Future Fund, the Australian SWF. It aims compare best practices across leading asset owner funds with reference to benchmarks. The authors aim to reveal opportunities for idea sharing, development, and challenge between these funds. Eight specific focus areas emerge from the study: Culture, Diversity and EVP; Effective Decision Making; Long-Horizon ...

  • Invesco (Europe)

    Invesco Global Sovereign Asset Management Study 2017

    Over the course of the last five years, sovereign investors have faced a challenging investment environment; more recently this has been driven by geo-political shocks in the developed markets, volatility in currency rates and various macro challenges within emerging markets. It’s within this environment that we have sought to provide unique insights into the investment ...

  • eVestment

    Manager Selection: Shining a Light on Shadow Searches (eVestment, May 2017)

    In the past few years, there has been a significant shift in how institutional investors and consultants are approaching manager selection and research. Open calls for RFPs are becoming less common as consultants and investors are using databases to pre-screen managers, create shortlists and invite only a select group to participate in the RFP or finals process. This practice has ...

    • Professional
    • Views: 1124
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