White papers and articles discussing issues related to investment consulting and actuarial consultants. The most recurrent theme amongst our top papers is the subject of delegated investment management services, with fiduciary management surveys and reports on investment outsourcing (OCIO) being frequently downloaded. Reports on the role of investment consultants in... manager selection have also proved popular, covering topics such as investment consultants' recommendations of fund managers, investment consultant alpha, and how to get on the approved list of managers for selection. Other top research in this section covers trends within the investment management industry, actuarial assumptions, and the role that investment consultants play in alternative investments. Further documents consider the risk tolerance of boards, institutional decision-makers, fee structures and risk premia.
This 38-page report has been produced by the American Academy of Actuaries Pension Practice Council. It explains how pension actuaries select or recommend an expected investment return assumption or assess capital market models from an outside party, and may also facilitate discussion with investment professionals to better…
To say that the financial well-being of hundreds of millions of people around the globe rests on the performance of the tens of trillions of dollars held in funds with long-term investment horizons is not hyperbole. Whether these assets belong to defined-benefit or defined-contribution retirement plans, endowments or…
The DW Simpson Actuary Salary Survey is comprised of salary data we accumulate in our day-to-day operations. All of our information is listed below, and you may click these links to jump to the Casualty, Health, Life, Pension, Entry Level, Non-Traditional or International actuarial salary surveys.
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…
CFA Institute provides Policy Recommendations Following the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry in Australia.
This report explores the state of separate account fees and the asset-based threshold levels associated with these tiered structures. Nearly 8,000 separate accounts of equity and fixed income strategies, covering various styles and regional focuses, are included in the full report. Products which were active on eVestment as…
US Public Pension Fund CalPERS is seeking four Board Investment Consultants as independent advisors to the CalPERS Board of Administration in the following categories: General Pension Investment Board Consultant, Private Equity Investment Board Consultant, Real Estate Investment Board Consultant, and an Infrastructure…
This report is a concise and informative overview designed to help pension funds understand Multi-Strategy Alternative Credit - or Multi-Asset Credit (MAC) investing. This approach and how it might help them generate returns.
2018 was the worst year for financial markets since 2011 making it a real test for Fiduciary Managers’ (FMs’) growth portfolios and for many FMs the first real test. In the first XPS FM Watch report, we have compared their growth portfolio performance to each other and Diversified Growth Funds (DGFs) to assess how well they’…
The analysis in eVestment’s latest annual Capital Market Assumptions report covers 9 different consultants and over 1,000 data points from more than 40 consultant- and/or institutional investor-authored documents available in eVestment Market Lens.
As institutional investors review their asset allocations…
The choice to use the services of an Outsourced Chief Investment Officer (OCIO) provider is one of the most significant decisions that a board is likely to make. This piece is focused on the four most important rules that Verus believes investors should understand, and OCIO providers should deliver upon.
This paper debates the issue of active versus passive management and encourages clients to complete a more thorough analysis of their needs and different opportunity sets to make better active/passive decisions.
This paper provides a framework for categorizing all potential investment consultant conflicts and biases as well as a series of mitigation steps that can help address those conflicts and biases.
The information presented in this document represents responses to Actuarial Careers Inc's confidential Salary Survey Questionnaire which was sent out to more than 40,000 actuaries. The survey results reflect 2018 salaries. Three of the charts are highly interactive and allow the reader to explore actuarial salary…
These surveys by Ezra Penland Actuarial Recruitment include all types of actuarial employment, representing the middle 85% of all compensation packages.
Hedge fund universes made up half of the top viewed universes among these eVestment users in April, and eight of the top ten rising universes. Various macro, managed futures, fund of funds, and multi-strategy universes were in the mix. Two Asia-Pacific focused hedge funds, Segantii Capital Management’s Asia-Pacific Equity…
How much institutional investors pay in asset management fees continues to be a hot topic, but hard data about the difference between what asset managers say they charge and actual fees charged has been difficult to come by.
The new report provides a comprehensive overview of fee structures across the traditional…
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