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,…
Challenges and opportunities faced by operations leaders across the asset management, insurance and pension sectors, based on a survey of heads and directors of operations from 100 different buy-side firms across North America.
This report adds institutional accounts to the mutual funds analyzed in the S&P Indices Versus Active (SPIVA) U.S. Scorecards. It also examines the impact of fees.
In a 26 June 2019 letter to Jay Clayton, Chair of the US Securities and Exchange Commission (Commission or SEC), CFA Institute, together with the Healthy Markets Association (Healthy Markets) and the Council of Institutional Investors (collectively, the Coalition), conveyed two recommendations to address issues raised by the…
This paper by the Alternative Investment Management Association (AIMA) provides detailed insights into how investors and hedge fund managers are creating new approaches to working together. The research highlights new approaches to negotiating fees, fund terms, customisation, co-investing, and more.
The 2019 edition of the LCP Investment Management Fees Survey shows that fees have once again fallen in many of the key asset classes used by UK institutional investors. The average fee for an active global equity mandate of £50m has fallen by 11% since 2017. There have also been notable fee reductions in multi-asset…
In this piece, Jesse Livermore* introduces a new methodology for measuring the profitability and valuation of corporations. In applying the methodology, he encounters a massive discrepancy in corporate capital allocation. To explain the discrepancy, he attempts to show that reported company earnings are systematically…
As the investment industry undergoes accelerating change, the investment professional of the future must adapt and embrace new challenges and opportunities for career success. This report considers how investment industry roles, skills, and careers (the employee’s lens) and the organizational context and culture (the…
From small data to big data, from desktops to the cloud, and from simplistic programming to machine learning, the world has been moving at a rapid pace. This Take 15 interview will cover some of the basic terminologies and then chart a map of the AI-driven landscape. The Take 15 Series is a collection of illuminating, short…
This session from the 72nd CFA Institute Annual Conference discusses: (a) “popularity,” or how much a security is liked, apart from the fundamentals: The more investors like it, the higher the price but the lower the expected return; (b) a new approach to asset pricing: the popularity asset pricing model (PAPM), which builds…
Investment consultants advise on how trillions of dollars are invested worldwide, but most consultants are failing to consider the role that environmental, social and governance (ESG) issues play in investment performance – despite growing evidence demonstrating the financial materiality of ESG issues to portfolio value.…
This paper investigates various machine learning trading and portfolio optimisation models and techniques. The notebooks to this paper are Python based. By last count there are about 15 distinct trading varieties and around 100 trading strategies. Code and data are made available where appropriate. The hope is that this…
The benefits of system consolidation in the buy-side industry based on a survey of 110 people working in asset management, mutual funds, pension funds, insurance and bank treasury firms.
Challenges and opportunities faced by asset manager and asset owners, based on a survey of 100 heads and directors of operations from different buy-side firms across the UK and Europe.
This Deloitte paper aims to outline the main features and peculiarities of the future of the asset management industry. In particular, after carrying out a general overview of the Italian situation, the focus will shift to analyzing the macro- and micro-economic features of the industry.
This report has been commissioned by The Investment Funds Institute of Canada (IFIC) to act as a point of reference about the current state of the investment funds industry in Canada, and the changes that have taken place in the business environment in which the Canadian investment funds industry operates.
Robert Walters and Vacancy Soft have partnered to produce the UK Fintech Salary Survey, the definitive market report for the UK fintech sector. The second report in ‘The UK Fintech Revolution’ series, the UK Fintech Salary Survey is result of an extensive data analysis of the UK fintech hiring market, identifying the…
In this episode, hosts Dan Villalon and Gabe Feghali discuss the evolution of machine learning and its application in investing. They’re joined by Horst Simon, Chief Research Officer of the Lawrence Berkeley National Laboratory, who shares insights on how the world’s most powerful computers are tackling big problems like…
This study considered the performance of actively managed U.S.-based equity and fixed-income funds, and the individuals managing them since 2003. Across three statistical tests, we find no significant performance difference between male and female fund managers, nor differences in fund performance for offerings run by mixed-…
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