Investment Consultants - Articles & White Papers

The changes facing many investment management firms are significant. In 2020, many investment management firms are highly motivated to cross boundaries in search of profitable growth. Crossing boundaries often means leaving the comfort zone and performing new activities or doing standard activities in dramatically new ways.…

Developed in conjunction with the African Securities Exchanges Association (ASEA), this brief explores the economic and investment landscape in 10 different markets across Africa including:

• South Africa and Namibia
• Botswana
• Zimbabwe
• Mauritius
• East Africa
• Nigeria…

This expansive report (a collaborative effort between Morgan Stanley Private Wealth Management and Botoff Consulting) provides a compensation benchmarking study for industry players, along with trends impacting compensation in family offices.

This 21-report by Johnson Associates provides interesting and important insights into financial services compensation. The report covers investment banks, asset managers, private equity managers, and hedge fund managers.

This report by AIMA takes a detailed look at the Canadian alternative investment landscape.

Wealth and asset management has seen a lot of good news and a little bad in recent years, reflecting the ups and downs of global markets. Overall, however, the leading firms have increased their profits, while the rest have fought over scraps. Today’s leading firms didn’t outperform their peers by cutting costs but by…

Why do some committees generate better investment outcomes than others; is it because they are just better investors, or are there group dynamics at work that can systematically rob a committee of its ability to make consistently strong decisions? Committees that lack diversity, fall prey to groupthink, or fail to adequately…

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…

After the third quarter, Johnson Associates projects modest decreases in incentive compensation across asset management and investment and commercial banking vs. slight increases in alternatives. Major investment & commercial banking firms struggled in trading and underwriting while investment and wealth management…

This 42-page report provides a detailed look into the U.S. asset management industry. It focuses on a variety of issues, including: (i) regulation; (ii) public and private investment funds; (iii) the industry's risk exposures; (iv) current industry trends and policy issues, and more.

Over the past two decades, sustainability reporting frameworks have proliferated around the world, aiming to improve company transparency and comparability on environmental, social and governance (ESG) practices relevant to investors and, to a varying extent, other stakeholders. This report focuses on four of the most…

This report affirms that fiduciary duty requires the incorporation of environmental, social and governance (ESG) issues into investment analysis and decision-making processes. It's the final installment of the four-year Fiduciary Duty in the 21st Century programme at the UN Principles for Responsible Investment.

This report examines (in impressive detail) the asset management industry around the world. At 25 chapters, it covers select jurisdictions including Austrlia, Germany, Ireland, Italy, Lebanon, Norway, Saudi Arabia, Singapore, Switzerland, the UAE, the UK, the US, and more.

Institutional investors rely on past performance in setting future return expectations. Drawing on newly required disclosures for U.S. public pension funds, a group that manages approximately $4 trillion of assets, we find that variation in past returns adds substantial explanatory power for real portfolio expected returns,…

This report includes articles on topics impacting the mutual fund industry, a summary of recent developments, together with links to recent publications of interest and PwC resources. This edition includes articles on the following topics: (i) SEC approves a new form of periodically disclosed active exchange traded funds; (…

Amid the political uncertainty that has dogged the Brexit process throughout 2019, asset and wealth managers (AWMs) have continued to prepare for the UK’s departure from the European Union. Having planned for Brexit on 29 March, many AWMs took advantage of the delay until 31 October to fine-tune their preparations,…

This booklet by PwC helps keep investors up to speed on the various global Real Estate Investment Trust (REIT) regimes.

Whilst the scientific consensus is that climate change associated with global warming is in progress (IPCC, 2014), the scale and timing of its impacts are uncertain. Furthermore, the actions of society in response to this change, and their ultimate effectiveness in mitigating these impacts are also unknown. The effects could…