Institutional Asset Managers - Articles & White Papers

This compendium publication summarizes the offerings from the CFA Institute Research Foundation over the past year—books, literature reviews, workshop presentations, and other relevant material.

This report by SimCorp details some recent trends in the insurance asset management industry by way of a roundtable discussion with leading industry players.

The Asset Owner 100 is a new Thinking Ahead Institute study which gathers data on the total assets of the top 100 asset owners around the world. The study includes data on pension funds, outsourced CIOs (OCIOs), sovereign wealth funds, endowments and foundations. The top 20 funds total US$10.55 trillion and represent 55.5%…

The role of technology in asset management is fundamentally transforming the worldwide distribution of goods and services. This white paper explores four key considerations for asset managers of tomorrow. By embracing distribution technology, you can deliver efficiency and a better client experience that will help you…

In this 22-page paper, Kevin Zatloukal of O'Shaughnessy Asset Management walks us through building a value investing model and explains how clustering can improve returns.

Artificial intelligence, and in particular machine learning, can play beneficial roles within investment management, especially in applications where there is a relative abundance of data. This paper by Man AHL explores further.

Coronavirus is having a major impact on public health and the global financial markets. As we continue to gauge the long-term impact of the novel coronavirus, CFA Institute is working to provide resources and to support the development of policy measures that address the functioning of markets and the financial system. We…

Deloitte insights to help businesses manage and mitigate the risk to businesses of the COVID-19 pandemic.

Complying with regulation can feel like navigating a maze. How can organizations solve the reg-tech challenge?

If you’re interested in learning more about Street’s 2019 Regulatory Research Study, please reach out to Meredith Kaplan (MVKaplan@StateStreet.com), head of State Street’s Analytics and Insights team.

Total discretionary Assets under Management (AUM) of the 500 managers included in the ranking amounted to US$ 91.5 trillion at the end of 2018, down 3% from the end of 2017. Median AUM was US$ 45.6 billion in 2018, up from US$ 44.0 billion last year.

The International Capital Market Association’s (ICMA) Asset Management and Investors Council (AMIC) and the European Fund and Asset Management Association (EFAMA) joined forces in 2016 to write this report on the legislative requirements and market based tools available to manage liquidity risk in investment funds in Europe…

McKinsey & Company's deep dive into the North American asset management industry finds an industry in structural transition.

The Chinese Family Office and Wealth Management Report, 2020 report surveys 76 Chinese family members, senior family office executives, and family wealth managers within the region.

This report by Campden Wealth and Edelweiss Private Wealth Management is based on primary research gathered from India's UHNWI (Ultra-high Net worth Individuals). Seventy eight UHNW families were examined with an average net worth of USD $645 million and assets under management (AUM) of USD $318 million. The report acts…

Bloomberg's Suzy Waite, Annie Massa and Christopher Cannon investigate the prospects for the asset management industry.

Client communication and reporting has never been more critical to an investment firm’s overall strategy. It sits at the center of the client experience and is the most tangible output to show what you do, and how you provide value to your end investors. This paper by SimCorp explains further.

The report provides a wealth of facts and figures on the evolution of holdings of financial assets and investment funds among European investors in recent years. It aims to answer three main questions: (i) How have holdings of financial assets and investment funds among European investors evolved in recent years? (ii) Who…

Operating at the nexus of short-term performance pressures and the behaviors that promote long-term value creation within the firm, the chief financial officer (CFO) has a unique ability to drive long-term value creation for the organization. Among their growing set of responsibilities, CFOs and their teams report company…

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…