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,…

Active managers primarily use index data to benchmark investment performance, but a new study suggests there are significant opportunities for them to derive more value from data, analytical expertise and partnerships with index providers. This Greenwich Associates report, commissioned by FTSE Russell, discusses perceptions…

The changes facing many investment management firms are significant. In 2020, many investment management firms are highly motivated to cross boundaries in search of profitable growth. Crossing boundaries often means leaving the comfort zone and performing new activities or doing standard activities in dramatically new ways.…

Developed in conjunction with the African Securities Exchanges Association (ASEA), this brief explores the economic and investment landscape in 10 different markets across Africa including:

• South Africa and Namibia
• Botswana
• Zimbabwe
• Mauritius
• East Africa
• Nigeria…

State Street’s Head of EMEA Insights, James Redgrave, discusses the themes identified in a survey of more than 200 alternative asset managers conducted by State Street and Mercatus. He explains what they mean for alternative managers’ business models and strategies, as well as their relationships with investors.

Callan’s 2019 Investment Management Fee Study reflects trends on 2018 fees representing over $500 billion in assets under management and $1.8 billion in total fees paid. The firm's fee database includes over 350 investment firms and over 165 institutional investors.

This 21-report by Johnson Associates provides interesting and important insights into financial services compensation. The report covers investment banks, asset managers, private equity managers, and hedge fund managers.

This report by AIMA takes a detailed look at the Canadian alternative investment landscape.

Wealth and asset management has seen a lot of good news and a little bad in recent years, reflecting the ups and downs of global markets. Overall, however, the leading firms have increased their profits, while the rest have fought over scraps. Today’s leading firms didn’t outperform their peers by cutting costs but by…

Why do some committees generate better investment outcomes than others; is it because they are just better investors, or are there group dynamics at work that can systematically rob a committee of its ability to make consistently strong decisions? Committees that lack diversity, fall prey to groupthink, or fail to adequately…

In this 22-page paper, Kevin Zatloukal of O'Shaughnessy Asset Management walks us through building a value investing model and explains how clustering can improve returns.

Artificial intelligence, and in particular machine learning, can play beneficial roles within investment management, especially in applications where there is a relative abundance of data. This paper by Man AHL explores further.

The Chinese Family Office and Wealth Management Report, 2020 report surveys 76 Chinese family members, senior family office executives, and family wealth managers within the region.

This report by Campden Wealth and Edelweiss Private Wealth Management is based on primary research gathered from India's UHNWI (Ultra-high Net worth Individuals). Seventy eight UHNW families were examined with an average net worth of USD $645 million and assets under management (AUM) of USD $318 million. The report acts…

Robert Walters present their annual UK Salary Survey which provides both regional and London based salary guidance for many professions, including a section on Investment Management.

In this paper, we examine the pros and cons of applying artificial intelligence (AI) in three areas of financial services: asset management, banking and insurance.

This paper by PwC highlights the ways in which the world's Asset & Wealth Management (AWM) industry has turned its eyes to the Latin American (LatAm) region. However, the fabric underlying the industry is set to be upended in the coming years as new clients enter the space and the existing, bank-dominated, distribution…

After the third quarter, Johnson Associates projects modest decreases in incentive compensation across asset management and investment and commercial banking vs. slight increases in alternatives. Major investment & commercial banking firms struggled in trading and underwriting while investment and wealth management…

This 42-page report provides a detailed look into the U.S. asset management industry. It focuses on a variety of issues, including: (i) regulation; (ii) public and private investment funds; (iii) the industry's risk exposures; (iv) current industry trends and policy issues, and more.