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.
In this report, CFA Institute seek to identify high-impact applications of artificial intelligence (AI) and big data in investments and best practice in their implementation by examining specific use cases. For this purpose, CFA Institute conducted interviews with investment industry practitioners around the world and from…
PGIM's latest Megatrends paper, “The Future Means Business: Investment Implications of Transformative New Corporate Models,” draws on the insights of more than two dozen PGIM investment professionals across our private and public fixed income, equity, real estate and alternatives managers – as well as a new proprietary…
The 2018 CFA Societies Financial Compensation Survey seeks to provide access to this vital information. This report is a compilation of the results from a survey on compensation practices in Madison and Milwaukee conducted earlier this year; 227 professionals completed the survey.
Factor investing is an important means of enhancing returns in portfolios. However, not everyone fully understands how different factors have different effects, or how multi-factor solutions work. Robeco has therefore created a dedicated educational module which explains the Essentials of Factor…
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…
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.
Ongoing challenges around short-term focus, value for fees and a decrease in client trust plague the industry. State Street's research presents a change framework aimed at moving the industry’s center of gravity closer to clients, employees and communities.
The best opportunity is rarely the most obvious one. For investors caught up in the day-to-day maelstrom of constant change, choosing the right path can be difficult. Compounding that challenge are large secular ‘supertanker’ trends, such as artificial intelligence (AI) and climate change. With both of these secular trends,…
What does a Chief Investment Officer actually do? What's the difference between a portfolio manager and a CIO? How do you develop a team of analysts? TD Asset Management CEO Bruce Cooper (and former TDAM CIO) joins the show to discuss the role of a Chief Investment Officer.
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.
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…
The sixth China Merchants Bank-Bain China Private Wealth Report comes at a crucial time. It tracks how the investment mentality, behavior and segmentation of China's high-net-worth individuals (HNWIs) and wealth management institutions have changed after the recent market turmoil—and shares insights into how they may…
This report examines (in impressive detail) the asset management industry around the world. At 25 chapters, it covers select jurisdictions including Austrlia, Germany, Ireland, Italy, Lebanon, Norway, Saudi Arabia, Singapore, Switzerland, the UAE, the UK, the US, and more.
How much will you really make as an analyst or associate in the investment banking division (IBD) of a bank in London in 2019? And which banks pay more (or less) than others? London recruitment firm Dartmouth Partners has released its summer salary and bonus survey for banks in 2019.
The EFAMA Asset Management in Europe report aims at providing facts and figures to gain a better understanding of the role of the European asset management industry. It takes a different approach from that of the other EFAMA research reports, on two grounds. Firstly, this report does not focus exclusively on investment funds…
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…
