Institutional Asset Managers - Articles & White Papers
Savvy Investor is the world's leading platform for asset management research. This topic section specifically aggregates 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 strategies that can be considered by traditional or alternative asset 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.
Relationship alpha is a reinvention of the client experience. By balancing the power of EQ with IQ, advisors can use relationship alpha to enhance every aspect of their client relationships—for the benefit of both the clients and the firm. Earning trust is only the first step; engaging the client (or prospective client) in a…
Understanding Millennials is crucial for asset managers, advisers and distributors alike. This 18-page paper by HSBC Global Asset Management takes a closer look at this demographic and explores who they are, what they want, and what the implications for the investment industry might be.
Fees are under pressure faster than market expected – is asset management no longer a growth sector? C-Suite must define a growth agenda to regain stock multiple. For alpha growth, look to China and Alts. Wholesale banks must restructure and find growth. Winners skewed to US and Asia.
This 300-page book could have been entitled, "everything you ever wanted to know about investment", such is the breadth of topics covered. The author, Paolo Vanini gives readers a thorough grounding in the main players in institutional investment, and how the industry operates. A wide variety of the building blocks of the…
Over the last decade, institutional investors have actively sought to expand their allocations to real Infrastructure assets, in order to benefit from high risk-adjusted returns and inflation-protected cash flows. As part of this trend, the market for direct renewable energy investments has grown markedly. However, renewable…
In this compendium publication, the CFA Institute Research Foundation summarizes and provides links to the best reports that were produced and subsequently added to the Global Body of Investment Knowledge in 2018.
The asset management industry is at a critical juncture. Following a record year, 2018 saw a combination of market volatility and ongoing pressure on margins and fees. Growth in demand for passive strategies and the impact of regulatory initiatives had similar effects. Many firms, meanwhile, struggled to bring down costs,…
Publicly available documents from Wyoming Retirement System which include a detailed survey of compensation for pensions and investment staff in the US Public Pension Funds system.
This report by Johnson Associates presents some of the changing industry incentives being employed by financial services firms in the United States. It focuses specifically on the asset management and private equity industries.
This report by EFAMA aims to address three important questions: How have holdings of financial assets and investment funds among European investors evolved in recent years? Who are the largest holders of investment funds in Europe? To what extent do European investors hold cross-border investment funds?
This whitepaper highlights how brand awareness can impact exposure and growth for an asset management firm and highlights the firms in eVestment’s database with the highest brand awareness based on the paper’s review methodology.
We have listed the Top 10 asset managers for different firm sizes we found that…
Wellington Management overtook BlackRock as the most viewed firm by investors and consultants using the eVestment platform in March. Wellington’s International Contrarian Value product (an EAFE all cap value equity strategy) was the firm’s most viewed product, while second-place BlackRock’s Emerging Markets Alpha Tilts (an…
The gender investing gap is a hot — but commonly misunderstood — topic. Here our focus is on the gap between men and women who invest in the stock market, whether through individual stocks, funds, or exchange-traded funds (ETFs). A greater percentage of men invest in equities than women. This represents the true retail…
This report highlights key traits amongst top cybersecurity programs and reinforces the need for financial institutions to focus on their security efforts.
CFA Institute provides Policy Recommendations Following the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry in Australia.
_0.png?itok=p0upM0J0){kind=logo}
