Institutional Asset Managers - Articles & White Papers

Every quarter, our Content Team curates a unique list of the best asset manager salary surveys from around the world, providing our members with information on benchmark salaries for investment management professionals. These fund manager salary surveys cover a wide variety of roles within the asset management industry,…

This paper, commissioned by SimCorp and produced by Aite Group, is based on conversations with a range of professionals at asset and wealth management companies who have shared their knowledge of their firm’s client reporting and servicing strategy. The findings can be grouped into two subsections: the current state of play…

The BlackRock global family office survey report combines data aggregated from an extensive online survey completed by 185 family offices globally as well as in-depth interviews with 20 family offices. Explore BlackRock's insights around market outlook, asset allocation and sustainable investing.

This study examines how the sustainability trend is likely to develop and the changes required for the investment industry overall, investment organisations, and investment professionals to adapt.

The Asset Owner 100 is a Thinking Ahead Institute study which gathers data on the total assets of the top 100 asset owners around the world. Though not included in the ranking, the study also presents total assetsfor the top 10 insurers.Total assets under management (AUM) of the 100 asset owners included in the ranking…

Being an asset owner today can be mind-bogglingly complex. Life in the next 5-10 years will not get any easier. But there are practical steps asset owners can take to take control of many of their risks, exploit the opportunities out there and navigate the “Great Acceleration”. The key practical challenges for asset owners…

The authors study the long-run outcomes associated with hedge funds' compensation structure. Over a 22-year period, the aggregate effective incentive fee rate is 2.5 times the average contractual rate (i.e., around 50% instead of 20%). Overall, investors collected 36 cents for every dollar earned on their invested capital (…

The Institutional Investors Group on Climate Change (IIGCC) is the European membership body for investor collaboration on climate change and the voice of investors taking action for a prosperous, low-carbon future. IIGCC has more than 275 members, mainly pension funds and asset managers, across 16 countries, with over €35…

Pooled employer plans (PEPs) have real potential to improve the retirement planning experience for millions of American workers long term. Director of Defined Contribution Jed Petty looks at the pros and cons of this innovative new plan design.

This report from Nomura Research Institute covers: Japanese investor trends, the current state of the asset management business in Japan, and market trends and product strategies by client segment.

Institutional investors face growing calls for a stronger engagement in development, especially for infrastructure, climate, social and other SDG-related investments. The investment needs are indeed huge, and rising as the Covid-19 crisis wears on. External finance for developing economies stagnated in the years before the…

Following up their 2020 Study ''Pandemic, No Panic: Evidence from Institutional Investor flows'', State Street uncovers insights into how these market agents were positioned during the pandemic and highlight some of the key capital flow and reallocation decisions observed from May 2020 to March 2021. The…

As part of its UBS Perspectives series, the company celebrated International Women's Day by convening a panel of leading women investors. A lively discussion about the themes that will shape the asset management industry in coming years ensued.

State Street looks back at the implementation of the 2011 EU Shareholder Rights Directive and its Implementing Regulation which entered into force on 3 September 2020, and finds an industry that faced a number of challenges.

Over the last few years, momentum has gathered in the finance industry to play a part in pursuing a better and more sustainable future for all. In 2006, the United Nations announced its Principles for Responsible Investment, in 2015, the United Nations announced the Sustainable Development Goals and the Paris Agreement on…

Phil Lynch, Senior Go-To-Market Strategy Principal at SimCorp explains why it is imperative for asset managers to ensure that they have an effective client communications platform.

From 10 March 2021 the SFDR3 requires Fund Managers of AIFs and UCITS as well as investment firms providing portfolio management or investment advice under the framework established by MiFID to disclose how they consider sustainability risks in their investment processes and products and how they deal with principal adverse…

Core-Asset Consulting’s Industry Trends and Salary Guide, Scotland 2021–2022, is a combination of market intelligence, salary data, and insights and analysis from our consultants, clients and candidates. Sections cover: fund Management and front office, investment operations, risk & compliance, private wealth, pensions,…

Retail trading activity has soared during the COVID-19 pandemic. This paper quantifies the impact of the retail investment boom on the US stock market within a structural model. Using account holdings data from the online trading platform “Robinhood Markets Inc.” and 13F filings, the authors estimate retail and institutional…