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.
Tom Coutts of Baillie Gifford presents a fund manager's perspective on the investment management industry itself, scrutinising its culture, governance, and motivations, while advocating for lower fees, less portfolio turnover, engagement with portfolio companies, and a client-first stance.
Understanding Millennials is crucial for asset managers, advisers and distributors alike. This 18-page paper by HSBC Global Asset Management takes a closer look at this demographic and explores who they are, what they want, and what the implications for the investment industry might be.
In the months leading up to the introduction of MiFID II in January 2018, industry professionals observed a general trend toward firms opting to pay for research (charged against the firm’s profit and loss) as opposed to charging clients. This observation was corroborated by a data collected from a survey conducted by CFA…
Does Artificial Intelligence Have a Role in Finance? The race to gain a strategic advantage using AI is underway -- and our industry is no exception. Managers now use AI as a way to differentiate themselves in a crowded environment. Here’s an investors’ guide to some of AI’s opportunities and risks in asset management.
Does Artificial Intelligence Have a Role in Finance? The race to gain a strategic advantage using AI is underway -- and our industry is no exception. Managers now use AI as a way to differentiate themselves in a crowded environment. Here’s an investors’ guide to some of AI’s opportunities and risks in asset management.
This 300-page book could have been entitled, "everything you ever wanted to know about investment", such is the breadth of topics covered. The author, Paolo Vanini gives readers a thorough grounding in the main players in institutional investment, and how the industry operates. A wide variety of the building blocks of the…
Over the last decade, institutional investors have actively sought to expand their allocations to real Infrastructure assets, in order to benefit from high risk-adjusted returns and inflation-protected cash flows. As part of this trend, the market for direct renewable energy investments has grown markedly. However, renewable…
This report by EFAMA aims to address three important questions: How have holdings of financial assets and investment funds among European investors evolved in recent years? Who are the largest holders of investment funds in Europe? To what extent do European investors hold cross-border investment funds?
This whitepaper highlights how brand awareness can impact exposure and growth for an asset management firm and highlights the firms in eVestment’s database with the highest brand awareness based on the paper’s review methodology.
We have listed the Top 10 asset managers for different firm sizes we found that…
Hedge funds have seen elevated interest from UK & APAC regions. The top four universes by rising interest from U.K. investors and consultants in February are all event driven strategies. Investors and consultants located in Asia ex-Japan showed the greatest new interest in quantitative macro strategies, driven by…
The Asia-Pacific asset and wealth management (AWM) industry is expected to be the centre for global AuM growth in the coming years. Growth in this region is expected to rise faster than any other region in the world. This PwC report provides some interesting and important insights into the key trends.
This policy statement sets out our final rules and guidance to address some of the findings of the asset management market study, focused on fund objectives and the presentation of benchmarks. This second set of remedies is part of a package of measures which we have introduced to address weaknesses identified by our asset…
This is the first edition of Deloitte's Performance Magazine in 2019. The tri-annual global publication covers a series of hot topics of interest to Investment Management professionals.
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…
Fund managers aren’t optimistic about equities, but a growing percentage expect a stronger economy. Fund managers coming back into the markets will be great for stocks. Treasuries are rallying partially because global yields are falling. Real wage growth remained solid in February. The work week needs to increase to boost…
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 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 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…
