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.
Content that Converts: Engaging and influencing institutional investors
The latest report from Savvy Insights provides asset management marketing and client-facing teams with specific data, practical tips, upcoming content trends and topic forecasts for engaging institutional investors. Check out the 10 Content…
Content Marketing Best Practices: Engagement, lead generation and ROI
This print-friendly 2-page spread from Savvy Insights is an excerpt from our full report 'Content that Converts'. The infographic provides asset management marketing and client-facing teams with the 10 best practices for creating and distributing …
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,…
This is BCG’s 20th year of producing the Global Wealth Report. Our 20-year vantage point—along with the data that BCG have amassed over that period—allows them to distill important patterns in the nature of wealth growth and provide an outlook on the years ahead
Yale’s Endowment generated a 5.7% return, net of fees, in fiscal 2019.Over the past ten years, the Endowment grew from $16.3 billion to $30.3billion. With annual returns of 11.1% during the ten-year period, the Endowment’s performance exceeded its benchmark and outpaced institutional fund indices. For four of the past ten…
No two family offices are the same. They reflect the idiosyncrasies of their beneficial owners and investment professionals. But they also share a number of characteristics, particularly at the larger end of the spectrum. The COVID-19 pandemic has brought this into sharp focus.
INSEAD's recent report aims to provide a macro overview of Family Offices and global trends within the industry, while also offering key learnings from 'best in class' family offices.
Covid 19 has permanently changed the way Wealth Managers deliver advice and serve their clients. To drive outperformance over the next 5+ years, firms should double down on technology investments, strategically cut costs, build differentiated product offerings and consider inorganic opportunities.
In this report, CFA Institute covers how the economic crisis induced by the coronavirus is impacting capital markets, investment management, and the authorities' response.
This survey by Heidrick & Struggles provides comprehensive compensation data of 300 alternative asset management marketing and investor relations professionals in North America who are employed in private equity, hedge funds, or real estate.
This primer is intended to be a catalyst for conversation and action on racial equity for fiduciaries of university endowments who are looking to learn more about the current state of racial inequity in the U.S. as it relates to the long-term sustainability of the economy.
Over the past two years, the WEF's exploration of the future of artificial intelligence (AI) and other emerging technologies in financial services has highlighted a critical need to examine the intersection of AI and other emerging technologies.
We’re in the middle of a $30 trillion intergenerational wealth transfer from baby boomers to their children,” says Dave Nadig of ETF.com. “And those kids—not really millennials only, but people from 25 to 40 years old – simply think about their investment decisions differently. “Demand for sustainable investments is being…
Asia’s wealth managers—new entrants and incumbents alike—must reinvent themselves as agile and flexible organizations in order to succeed for the long term once the pandemic is past.
Rapid advances in technology and ever greater moves towards digitalization in the industry are forcing wealth managers to rethink their business, technology, and client engagement strategies
In May 2020, S&P DJI published their annual study of ETF usage by U.S. insurance companies. The data for that analysis is only available annually. However, because of the market volatility in the first quarter of 2020, S&P DJI wanted to analyze the use of ETFs by U.S. insurance companies prior to the next annual…
This report, jointly authored by the Hong Kong Investment Funds Association and KPMG China, aims to identify these growth opportunities and to provide an informed perspective on the future of Hong Kong’s fund management industry.
In the investment world, this presents a paradox. While many investment professionals express passion for their work, according to CFA Institute, FCG’s culture database offers contradictory evidence. Two values that relate directly to engagement — passion/motivation and employee empowerment — are not highly prized, according…
This is the sixth year IMA conducted a single global salary survey, making global trends easier to track and enhancing regional comparison. This individual country report presents survey results for U.S. participants only and compares compensation levels and job satisfaction across the U.S.
