Institutional Asset Managers - Articles & White Papers
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 imperatives that can be taken by alternative asset managers... and traditional money 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.
Baillie Gifford is challenging the investment industry to return to its fundamental purpose, namely deploying clients’ capital into tangible, sustainable activities, allowing companies to grow and prosper over the long term, whilst still generating positive returns for shareholders. ‘Actual’ investment requires a willingness…
It’s a pressing question for global asset managers as the March 2019 deadline looms closer. There are still many unknowns, including respective market access for EU- and UK-domiciled investment funds. Despite heightened uncertainty, our research* shows nearly a quarter (24 percent) of global investors believe more European-…
This report presents everything you need to know about climate change from a scientific, legal, actuarial, accounting, investment consultant, and portfolio management perspective.
Brexometer is a quarterly pulse survey by State Street designed to gauge investor sentiment on the economic impact of Brexit. The results cover the expected impact to operating models, levels of investment into the UK economy, prospects for global economic growth and appetite for investment risk.
State Street’s annual Growth Readiness Study gauges the investment industry’s perspective on opportunities and challenges to achieving growth. This year’s results provided valuable insights on global investor sentiment as well as emerging trends.
Investment management is in flux, arguably more than it has been in a long time. Active management is under pressure, with investors switching from active to index funds. New “smart beta” products offer low-cost exposures to many active ideas. Exchange-traded funds are proliferating. Markets and regulations have changed…
This PwC report provides interesting and important insights into the asset and wealth management industry today. It outlines four foundations on which managers can build a target operating model to protect or even improve profitability.
The 56-page report has been authored by EY. It examines the disruption and change taking place in the alternative asset management industry - from technology, to investor expectations, to evolving talent profile needs.
This 31-page report by the Financial Conduct Authority assesses the impact of the UK’s exit from the EU across three areas: (i) The UK leaves the EU without an agreement either on 29 March 2019 or after the transitional period on 31 December 2020; (ii) The draft Withdrawal Agreement; (iii) The outline of the political…
This report presents CFA Institute's Financial Analysts Journal for Q4 2018. It includes an excellent selection of essays by eminent investment industry professionals.
Total discretionary Assets under Management (AUM) of the 500 managers included in the ranking amounted to US$ 93.8 trillion at the end of 2017, up 15.6% from the end of 2016. Median AUM was US$ 43.9 billion in 2017, up from US$ 38.6 billion last year. BlackRock has retained its position as the largest asset manager in the…
It’s no secret that Asian asset management is in hyper-growth mode. For the past ten years, assets under management (AUM) have grown by 9 percent annually, capped by a strong 11 percent figure in 2017. Buoyant capital markets, a shift from deposits to investment solutions, and conducive regulatory regimes have propelled…
After the third quarter, Johnson Associates projects modest increases in incentive compensation across financial services. This report looks at traditional asset management, alternatives, and investment & commercial banking.
UCITS recorded net sales of EUR 3 billion during Q3 2018, compared to EUR 15 billion in the second quarter of 2018. During the first three quarters of 2018, UCITS have attracted cumulative net sales of EUR 189 billion, compared to EUR 570 billion of first three quarters of 2017.
Robeco's quarterly magazine is a 44-page compendium of articles on quant investing, sustainability investing, and other topics such as fintech and logistics.
A growing number of UK asset managers anticipate that Brexit will have a major impact on their business models. Tim Cooper explores the potential implications and preparations that are already happening.
This 40-page report by Deloitte provides asset managers wishing to include Asian markets in their growth strategies with a better understanding of the key national markets and their local characteristics. The publication aims to provide information about local regulatory and tax frameworks, insights into the business culture…
This report by McKinsey & Company provides a detailed look at the European asset management industry. In 2017, the industry added to its string of record achievements, hitting new highs in assets under management (AUM)— €22.5 trillion at year end—revenues, and profits. As in the past few years, most of the AUM increase…
The biggest failure in investment management—the gap between the returns realized by the investor and the returns earned by the strategy or fund the investor owns—typically remains in the shadows with the glare of the spotlights focused on alpha. Smart beta is no exception. The authors propose two ways to reframe the client…
Diversification and rebalancing form the cornerstone of Parametric’s Emerging Markets Strategy. The strategy provides greater country-level diversification by underweighting larger countries, overweighting smaller ones, and systematically rebalancing to maintain this greater level of diversification. We expect that a…
