Institutional Asset Managers - Articles & White Papers

What does it take for someone to put their capital at risk and entrust their funds to someone else to manage? The concept of trust lies at the heart of this question. Trust is a multi-layered concept, and it is essential to the proper functioning of capital markets. Without it, financial interactions would become more…

This presentation by Johnson Associates discusses compensation trends in U.S. asset management, hedge funds and private equity, and the actions financial services firms might take against a backdrop of Coronavirus and systemic industry pressures.

Wellington's Adam Berger shares his reasoning as to why he thinks active management has a meaningful role to play in investors portfolios.

This report by Z-Ben Advisors examines which global asset managers are making inroads into China. The past year has been defined by long-awaited regulatory developments and increasingly reactive competition. This year’s report highlights which managers truly prioritize business development in the world’s fifth largest fund…

Mason Blake's Salary Survey details remuneration levels across the investment industry for a wide range of differing roles. More detailed analysis by role and experience is provided.

The survey polled respondents about their views on defined contribution (DC) retirement account saving and their confidence in 401(k) and other DC plan accounts. Survey responses indicated that Americans value the discipline and investment opportunity that 401(k) plans represent and that individuals were largely opposed to…

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.

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.

Idex presents the 2020 UK Wealth Management Salary Guide which offers insights into salaries in both London and the regions.

This practical guide provides an overview, from a panel of senior legal professionals across various jurisdictions, of how to navigate the regulations and responsibilities affecting directors and senior managers that will impact your business.

In this report, we would look at the Indian ETF industry, various policy issues for consideration, and the way forward. Given the maturity of the US ETF industry, for context we will make qualitative and quantitative comparisons of Indian ETF industry vis-à-vis the US wherever feasible.

Asset owners—the cornerstones of the investment ecosystem—often have very long-term investment goals, such as funding liabilities, building an endowment for perpetuity, or providing for subsequent generations. For some of these asset owners, especially pension and retirement funds, these goals reflect the long-term needs of…

The investment world is changing at an ever-increasing pace and the coronavirus crisis has highlighted the need for further evolution. As the financial services industry grapples with increased cost, competition, multinationals face jurisdictional complexity and pension plans encounter governance challenges, the case for…

How can responsible innovation be applied to transform the asset management industry?

Throughout the 20th century, Wealth Management was a privilege for large wealth holders. This concentration meant that Wealth Management companies had a very narrow and homogenous client base. In recent years, a disruptive trend has emerged in the industry. Driven by technological innovation, new digital services have been…

Robert Walter’s annual European Salary Survey is an invaluable repository of information across a wide range of professions including banking and finance, legal IT and HR.

Despite optimistic projections, 2019 meted out market uncertainties that had some industries bracing for impact. Marked by continued digital innovation and a slowing global economy, 2020 is expected to be a period of measured hiring and compensation where candidates must prove their worth and companies must match growing…

In this report, CFA Institute covers how the economic crisis induced by the coronavirus is impacting capital markets, investment management, and the authorities' response.

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.