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 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…
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.
The CFA Institute published ‘Investment Firm of the Future’ in May 2018. That report helped frame this report by the Thinking Ahead Institute. The publication discusses the investment challenge ahead and considers twelve different scenarios (first used in the CFA report) to explore possible futures industry outcomes.
Worldwide regulated open-ended fund assets increased by 9.2 percent to EUR 48.02 trillion in Q1 2019. Worldwide net cash flow to all funds amounted to EUR 304 billion, compared to EUR 118 billion in Q4 2018. The information presented in this report was compiled by EFAMA and the Investment Company Institute (ICI) on behalf of…
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 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.
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 paper uses proprietary data from a leading intermediary to explain the magnitude and determinants of transaction costs in the secondary market for private equity stakes. Most transactions occur at a discount to net asset value. Buyers average an annualized public market equivalent of 1.023 compared with 0.976 for…
This 29th edition of Deloitte's Performance Magazine continues its journey of crisscrossing the asset management industry, from a geographical, segment, and client perspective.
A swell in the number of digital information sources, coupled with the rapid growth in storage capacity, computational power, and connectivity, has led to data being created and processed on unprecedented scales. Seven decades into this global digital revolution, investors have a wealth of data to parse and manipulate with…
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.
The asset management industry is at a critical juncture. Following a record year, 2018 saw a combination of market volatility and ongoing pressure on margins and fees. Growth in demand for passive strategies and the impact of regulatory initiatives had similar effects. Many firms, meanwhile, struggled to bring down costs,…
A weekly podcast from Meb Faber where the focus is on helping you grow and preserve your wealth. Each week Meb discusses the craft of investing, helping listeners uncover new and profitable ideas in the global equity, bond, and real asset markets. Listeners can also expect to hear from some of the top investment…
A rare instance of OSAM CEO Patrick O’Shaughnessy appearing as a podcast guest. In this inaugural episode of “First Meeting with Ted Seides”, the conversation focuses on Patrick’s career in the world of investing, and O’Shaughnessy’s differentiated approach to factor investing, portfolio construction, and more.
A weekly podcast from Meb Faber where the focus is on helping you grow and preserve your wealth. Each week Meb discusses the craft of investing, helping listeners uncover new and profitable ideas in the global equity, bond, and real asset markets. Listeners can also expect to hear from some of the top investment…
Now in its 19th edition, the Alternative Fund Administration Survey acts as a key indicator on the growth and maturity of key service providers to alternative asset managers. This survey is based on our conversations with and data submitted by 30 participating firms from a variety of sizes and locations to provide a…
A weekly podcast from Meb Faber where the focus is on helping you grow and preserve your wealth. Each week Meb discusses the craft of investing, helping listeners uncover new and profitable ideas in the global equity, bond, and real asset markets. Listeners can also expect to hear from some of the top investment…
The revelations from the Hayne Royal Commission (HRC, 2019), limited though they were by the terms of reference, have come as a shock to most people, including Australian politicians, officials, academics and the media. Their expressed shock indicates a high degree of ignorance about the Australian financial system. For…
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