Institutional Asset Managers - Articles & White Papers
White papers and articles of interest to institutional asset managers; in particular reports and surveys which examine different aspects of the institutional asset management industry. Amongst our most popular papers are those which examine the megatrends reshaping the investment management industry, and business imperatives that can be taken by alternative asset managers... and traditional money managers to profit from the changing industry landscape. Other white papers generating a lot of interest include those exploring IT strategy for asset management, and examining trends in front-office and middle-office technology and the transforming effect it can have. Research for investment marketers has been popular, with reports covering fund marketing, fiduciary managment, CFA Principles for Investing Reporting, AIFMD and global regulatory issues being well-read. However, the most popular posts on the site have been reports detailing front office and asset management salaries and bonuses across a variety of banking asset management roles, including rewards for portfolio managers, economists/strategists equity analysts, debt/credit analysts, and those in multi-manager roles.
The UK's Competition and Markets Authority has published its 330 page provisional decision on the market for Investment Consulting and Fiduciary Management services. The report observes that, while there are a number of consulting firms available to choose from, there are competition issues within both the investment…
Despite facing heightened uncertainty about the future political and regulatory environment in which they operate, asset managers globally are positive about their prospects for increasing cross-border fund sales to investors around the world. Research from State Street shows nearly two-thirds (64 percent) of managers expect…
eVestment clients are increasingly using eVestment’s unparalleled data on the institutional investment business as an alternative data source in identifying and assessing potential acquisition or merger targets around the world as the asset management business continues to evolve.
This paper has been authored by David Iverson and Geoff Warren. It examines the question: What are the characteristics or attributes that are required to enable an investment organization to successfully pursue long-term investment opportunities?
This detailed report by the Investment Company Institute (over 300 pages) provides a wealth of information on investor characteristics within the context of market developments. A must read!
This report by Clear Path Analysis provides interesting and important insights into the top risks faced by insurers seeking to reform their investment approaches in today's environment.
This document sets out the Investment Association's priorities for the Brexit negotiations, and the organisation's ambition for a new partnership between the UK and the EU.
Investors looking for returns in fintech should focus on the A-G of developments, Robeco’s trends experts say in a new white paper, ‘Fintech 2.0: From trends to insights’. This updates a previous work on how financial technology is revolutionizing how we conduct banking, consumer payments and financial services.
Morningstar’s research demonstrates that firms that place their fund shareholders at the center of their decision-making process are best-situated to deliver positive long-term outcomes for investors.1 This report assesses the degree to which the largest sponsors of passively managed U.S. mutual funds and exchange-traded…
The 2018 edition of the RMT included responses from 79 central banks, responsible for 54 per cent of global reserves, and representing a good range in terms of geography, size of holdings and state of economic development
Although responses were affected by market volatility at the time of the survey (February), over…
Long-only asset managers reported institutional assets under management of $26.8 trillion to eVestment at the end of Q2 2018, according to the 2Q 2018 eVestment Traditional Asset Flows Report. Net institutional investor flows measured -$177.4 billion in the second quarter of 2018 ending a five-quarter streak of net…
In investing and other arenas, women are trending higher -- and their voices, together, can improve decision-making and success. In this publication, we celebrate experienced women in the asset-management industry:Kristina Blaschek, director of business and technology solutions for William Blair Investment Management; Amy…
This report by IPE (Investment & Pensions Europe) lists the top 400 asset managers ranked by global assets under management and by the country of the main HQ and/or main European domicle. Total global assets under management total 65.7trn euros.
PwC benchmarks investment management groups in terms of their cross-border distribution capabilities within Europe and globally, presenting a ranking of the top 100 firms in each category.
Although the asset management industry still enjoys growth in assets under management (mainly due to asset price inflation), the future is likely to become increasingly turbulent to players ignoring the structural changes taking place in the market. These structural changes are being driven by nine key trends that are…
The ability of the cross-border fund distribution model to deliver efficiently is mainly due to the development of key cross-border hubs, such as Luxembourg and Ireland, where infrastructure of scale and key competences have developed over time in support of the industry.
Even though cross-border distribution has been facilitated by regulation for many years, Europe still has not completely cracked the issue. The European Commission has made it a priority for 2018 to remove barriers to creating a more competitive pan-EU investment landscape, including for personal pensions. Elsewhere, a…
The frequency at which new content is being published and the breadth of mediums and distribution channels reflect the growing importance of thought leadership across asset management.
The Global Investment Performance Standards (GIPS®) is a set of standardized, industry-wide ethical principles that guide investment firms on how to calculate and present their investment results to prospective clients.
