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.
This paper draws on the perspectives and experience of McKinsey consultants who advise investors, and other sources from around the world. It is written by practitioners in McKinsey’s global investor-focused practices, including those serving asset managers (private equity, real estate, infrastructure, traditional asset/…
The private equity industry has matured in recent years with fewer opportunities to grasp low hanging fruit. Average buyout returns have steadily declined over the past three decades. As a result, this calls for a differentiated approach to identify those that are able to outperform their peers. In this paper, WTW outline…
With Covid-19 top of mind, impacting both operations and investment strategies, the impact of the ongoing pandemic is the major theme running throughout. This includes an examination of adjustments made in response to the crisis and the impact on long-term trends, including rising allocations to illiquid private markets and…
With Covid-19 top of mind, impacting both operations and investment strategies, the impact of the ongoing pandemic is the major theme running throughout. This includes an examination of adjustments made in response to the crisis and the impact on long-term trends, including rising allocations to illiquid private markets and…
This is the sixth edition of the 'Tomorrow's Titans' report. It profiles the leading names in the asset management space who are making waves and becoming the leading managers on the block – whether in conventional assets, private equity, hedge funds, or alternatives.
To better understand how Environmental, Social and Governance (ESG) factors could be a new performance marker and a growth driver in this environment, The Economist Intelligence Unit (EIU), sponsored by UBS, conducted a survey of institutional investors globally. The survey provides a detailed look at global trends in…
In today’s highly competitive business environment, culture is becoming increasingly recognized as a source of competitive advantage. Companies with more diverse leadership teams tend to be more innovative.
Johnson Associates is a leading independent financial services compensation consulting firm specialising in strategic advice, innovative design, and a full range of data-enhanced solutions. With extensive experience in designing company programs and advising compensation committees, this US-focused remuneration report…
The asset management industry has emerged from the global pandemic in a position of strength, with assets growing by 11% in 2020 to end the year at $103 trillion. Retail portfolios, representing 41% of global assets at $42 trillion, grew by 11% in 2020, while institutional investments grew at a similar pace to reach $61…
As geopolitical factors increasingly influence markets, investors need to gauge the impact on investments. Most experts consider political risks unquantifiable, but this publication shows how such risks can be quantified and used for risk management.
For the Institutional Investor Survey 2021, a total of 42 global institutional investors, managing approximately $29 trillion in Assets Under Management (AUM), voluntarily participated in the survey. Responses were gathered from direct conversations or via an online survey. Participating investors represented a diverse…
As the investment industry undergoes significant change, firms have shown an increased willingness to re-think how trading is handled. State Street invited experts from three major consultancies to join them in a discussion about the transformation that’s underway in the front office. They offered their knowledge gained from…
Drawing on the findings of a recently published white paper, Client Communications: The Stumbling Block to Next-gen Client Experience?, commissioned by SimCorp and produced by Aite Group, industry experts on this panel discuss what defines a strong digital client experience and what is equired to ensure its successful…
This white paper explores how corporate event data can be used to manage risk and aid compliance efforts. Institutional risk managers, traders and investors will come away with an overview of the risk management process, how corporate events can be used in a risk framework, and real world applications and use cases.
These are days to be optimistic if you are an Asset Manager. And this is not just because the industry has been doing well and the fundamentals remain strong going forward. The future looks bright because the same technological forces that are being so disruptive present opportunities for those who are prepared to embrace…
Amundi study the introduction of robo-advising on a large representative sample of Employees Saving Plans. The robo-advisor proposes a portfolio allocation and alerts investors if their allocation gets too far from the target, while investors remain free to follow or ignore the advices. Amundi find that relative to self-…
The investment industry speaks about the 60/40 portfolio so much that it is largely assumed to be the “correct” portfolio for a large number of investors. However, it describes modern asset allocation about as well as Happy Days did the 1950s or Friends the 1990s. The 60/40 portfolio can be a useful starting point to…
