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.
The business of investment management will change significantly in the years ahead. Demographic and regulatory trends have imposed gradual change upon the industry, but technological developments are now injecting more urgency into the pace of change. In this white paper, Robeco examines the forces that are driving change, and how this will transform the industry. The authors ...
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 US salary survey, compiled jointly by Johnson Associates and Greenwich Associates, shows median salary and bonus earned by analysts, traders and portfolio managers, working in equity and fixed income, for traditional asset managers and at hedge funds. It suggests that compensation for professionals at traditional buy-side organizations has almost recovered to pre-crisis highs. ...
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.
This report by Michael Page details average salary packages in the UK banking and asset management industries. Despite 'Brexit', the report states that "there is a glimmer of hope on the horizon" with M&A volumes increasing and some European banks planning to move their trading desks to London.
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 ...
This insightful report by Mason Blake looks into the UK investment management employment market. Compensation levels are revealed 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.
Pay levels in the asset management industry are on the decline in 2016—marking the second consecutive year of reduced compensation for professionals at traditional asset management firms and the third for hedge funds. Even after recent disappointments in pay, this year’s bonus season could bring some unpleasant surprises.
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.
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 assets managers, economists and investment strategists, equity analysts, debt and credit analysts, and those in research/strategy and sales/trading roles in the UK. The report also covers private equity, ...
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 ...
Over the course of the last five years, sovereign investors have faced a challenging investment environment; more recently this has been driven by geo-political shocks in the developed markets, volatility in currency rates and various macro challenges within emerging markets. It’s within this environment that we have sought to provide unique insights into the investment ...
In the past few years, there has been a significant shift in how institutional investors and consultants are approaching manager selection and research. Open calls for RFPs are becoming less common as consultants and investors are using databases to pre-screen managers, create shortlists and invite only a select group to participate in the RFP or finals process. This practice has ...
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 ...
There is a recommendation from the Financial Stability Board that asset managers now report on the carbon exposure in their portfolios to manage climate-related risks. This report assesses the carbon risks and opportunities of major global equity indices. A range of metrics reveals the carbon footprint of each index, alongside exposure to fossil fuels, stranded assets, and ...
The latest Investment Company Fact Book is out! This 298-page publication by ICI is an important contribution to our understanding of the make-up of the U.S. investment industry. It includes detailed stats on ETFs, closed-end funds, mutual funds, and more.
