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.
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,…
The future of sustainable investing is in the balance. It involves balancing financial and extra-financial considerations, balancing short-term and long-term goals, and balancing interests among stakeholders and over time, while seeking fair outcomes for all. None of this is easy. But sustainable investing is critical to the…
Consolidation is an important and current theme within the investment industry. Many firms are considering M&A deals and with the arrival of COVID-19, that's taken on a fresh urgency. This report by State Street examines these priorities through the lens of strategy, operating transformation, culture, and data.
Do high active risk (AR) equity portfolio managers tend to realize a relatively high information ratio (IR)? PGIM explores the AR-IR relationship across various global equity mandates and investment approaches. They find that the AR-IR relationship varies across mandates. The IR gap between Low AR and High AR managers tends…
Growth Readiness Study October 2020 Fourth Edition. State Street engaged Longitude Research to field this global survey during September and October 2020. Respondents span various geographic locations, representing institutional asset owners, asset managers and insurance companies.
Digitalization and the accelerating pace of innovation are bringing about tremendous changes, not only in how we communicate, but also how people invest. This paper by Invesco highlights some of the key developments, discuss the importance of innovations and show how new technologies on the near horizon are transforming the…
After a grueling 2020, Multi-Asset Insurance Strategist Tim Antonelli lays out several proposed areas of focus to help insurers successfully navigate 2021.
UNCOVER SIX KEY INSIGHTS INTO THE FUTURE OF RISK TECHNOLOGY:
Today’s technologies enable executives to build robust data environments accompanied by extraordinarily powerful tracking and analytic capabilities; they can vastly improve enterprise risk management across the full set of compliance and portfolio risks.…
This paper reviews the existing literature on Universal Ownership Theory and expands on it to encompass a theoretical and practical framework for Universal Owners in the Anthropocene era. This extension of the theory is necessary because of the scale and urgency of the climate crisis, on one hand, and the expansion of the…
This guide is intended to assist asset owners in assessing their managers’ effectiveness in addressing systemic social and environmental risks and rewards. Systemic social and environmental challenges such as climate change, income inequality, access to fresh water, and gender diversity are, among others, an emerging feature…
The PRI has produced guidance to help asset owners address responsible investment principles and ESG factors in their relationships with their investment managers. The guidance comprises five modules, which should be read in conjunction and will act as road map for asset owners to thoroughly embed ESG issues in their…
State Street's quarterly overview of legislative and regulatory developments in the European Union. As the extreme market volatility has abated and markets have largely stabilised, policymakers at both jurisdictional and international levels are assessing potential vulnerabilities and the relevant policy response.
The authors study how plan sponsors chose investment management firms from their opportunity set when delegating $1.6 trillion in assets between 2002 and 2017. Two factors play an influential role in choice: pre-hiring returns, and pre-existing personal connections between personnel at the plan (or consultant advising the…
"AWM: From ‘A brave new world’ to a new normal" takes a past and present look at the asset and wealth management (AWM) industry. In this report, the authors highlight and contextualise the bold predictions they made in 2014's 'A Brave New World' and 2017's 'Embracing Exponential Change…
With control of more than US$110 tn, the asset and wealth management (AWM) industry has the unparalleled influence to shape a better future for investors, shareholders, the economy and wider society. This report by PwC examines how industry players can do this.
Managing investments is a complicated business. The understanding of the investment strategies and the time and energy it takes to manage portfolios leads to why an outsourced chief investment officer (OCIO) is an important solution for non-profit organizations. Heather Myers, Non-Profit Solutions Leader at Aon Investments,…
State Street convened a panel of senior and notable industry experts on investment outsourcing operations. The discussion was designed to help the asset management community understand the recent regulatory developments in outsourcing, governance and share best practices in fund board oversight, risk management and…
As the Defined Contribution (DC) market continues to evolve, many plan sponsors are looking at innovative solutions to support their participants' retirement savings needs. Some of those sponsors are also looking for further support to help them in the design and implementation of those programs and are evaluating…
In this 2021 Investment Management Outlook by Deloitte, 200 industry leaders weighed in on their companies’ COVID-19 recovery efforts. How can the emerging lessons serve as a catalyst for business transformation?
This guide has been written to help asset owners develop an investment manager monitoring process. It provides a framework and an indicative list of questions to include in the formal monitoring and reporting structure. Where applicable, asset owners should use the proposed guidance in a tailored form, adjusted for their…
