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.
Some veterans of the asset management distribution industry describe the current environment as the most competitive of their careers. Investors are demanding much more, and turnover rates have reached almost 20%, with many firms forced to further institutionalize and professionalize their teams. This latest report, "Talent and Compensation Trends in Institutional Asset ...
New bfinance data reveals falling fees in several sectors, especially where providers have been under pressure from cheaper competitors or the investment landscape has evolved. Meanwhile, many asset managers have seized the opportunity to launch fashionable products at a premium to their conventional equivalents, with certain breeds of unconstrained, multi-asset or advisory ...
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 ...
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.
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, ...
This paper demonstrates that for investment professionals and investors, true success lies beyond the industry's traditionally accepted norms, including not only the production of alpha, but more importantly, helping investors reach their long-term goals sustainably.
Brand awareness is an important driver in the growth of institutional asset managers of all sizes. Brand awareness answers the question, how familiar are investors with your firm and your products? It is the first step in an investor’s path to eventually placing a mandate. Managers who are effective in creating awareness are better able to compete in our crowded industry. In ...
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 ...
In this 25-page report, CFA Institute argues that while finance is a means to an end, the investment industry is struggling to recognize the end purposes. The report discusses in detail different aspects of the profession and what the future might hold.
This survey reveals compensation levels across a variety of investment roles, covering marketing and distribution, investment analysis, finance, risk & compliance, and investment operations. The analysis is split by role and experience.
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.
This ground-breaking study from the State Street Center for Applied Research, in conjunction with the CFA Institute, investigates motivation as a driver of investment performance. In order to quantify the intangible factor of motivation, the ...
This report by S&P Dow Jones 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.
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 ...
Fintech is proving to be an asset management industry game changer. This report by Deloitte 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.
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 ...
Now in its third year, eVestment's 2018 Private Markets Due Diligence survey explores the perspectives and practices of investors, consultants and fund managers on a range of topics related to the due diligence and fundraising process. The findings highlight that despite the desire for increased exposure to private markets funds, investors are not loosening due diligence ...
Growing evidence of the positive economic benefits of increasing women’s participation in the workforce, along with new public and private initiatives to promote representation of women on corporate boards, is helping to fuel suggestions that allocating assets to companies with diverse leadership could have positive corporate performance outcomes. This article from FTSE ...
In the last year, CFA Institute, along with many professional organizations, began to look more closely at the composition of its membership. They found a surprising number: Women represent less than one in five CFA® charterholders. The most enduring principle of sound investment management is diversification, yet it is remarkably absent from team construction across all ...
The first paper in the Calvert-Serafeim Series, The Role of the Corporation in Society: Implications for Investors, includes research and case examples along two major themes: The mechanisms by which sustainable business practices may impact financial valuations, including operational efficiencies, brand value, employee engagement, customer value, and cost of capital; and The ...
