Twelve top papers for investment marketers
Savvy Investor has grown tremendously since launch in March 2015. We recently hit 20,000 members worldwide and are the leading platform for the distribution and promotion of white paper research to the institutional investor community. In this blog post, we share some of the top white papers for investment marketers, as selected by the Savvy Investor Research Team.
In the past few years, there has been a significant shift in how institutional investors and consultants are approaching manager selection and research. This paper discusses some of the recent trends in the screening of asset managers.
This white paper provides the results of recent research into Distributed Ledger Technology between ten key players, as well as the development of a proof of concept using Blockchain technology in the area of asset management.
This 16-page report from bfinance provides insight into fees in asset management; the trends and pressures.
This paper by Kurtosys asks eight leading financial professionals their opinions of where they see the asset management industry in five years’ time. Their responses cover a range of themes including fees, regulation, robo-advisors, ETFs, etc.
This guide has been written by CFA Institute. It explores the legal and regulatory considerations following Brexit and analyses the possible outcomes.
This Savvy Investor blog post lists some of the best papers on the attributes that make great investors, including some helpful insights from Michael J. Mauboussin of Credit Suisse.
Formal meetings with investment consulting firms can be make-or-break moments for asset managers. This paper by Greenwich Associates helps guide managers through the formal meeting process from start to finish.
This selection of Asset Management industry studies from the last six months includes reports covering compensation, business trends and marketing strategies.
The 2017 Global Pensions Asset Study covers 22 major pension markets. It analyzes asset size, asset allocation, DC and DB shares of pension assets, and six medium-term factors that are increasingly influential on pension fund development.
This detailed 2016 paper by Willis Towers Watson provides invaluable insights into the financial state of the largest 300 pension funds in the world.
Fintech is proving to be an asset management industry game changer. This report by Deloitte seeks to describe the impact this recent phenomenon is having on the distribution model of the industry.
This paper makes the business case for why investment managers should be investing in marketing solutions that manage the growing amount of data they produce.
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