“The Industry is Evolving…”

In recent months, some great white papers have been released which examine the evolution and the future of asset management. The impact of technology, regulation, demographics, and Brexit, are all external forces, while the changing preferences of investors are creating pressures from within.

In the papers below, the CFA Institute discusses the future of the investment profession, bfinance examines investment management fees, while a variety of other first-class reports weigh in on developments in multiple areas.

Future State of the Investment Profession (CFA Institute, 2017)
This 25-page report by CFA Institute discusses in detail different aspects of the finance profession and what the future might hold.

Global Investment Management Fees: New Savings, New Challenges (bfinance, 2017)
This 16-page report from bfinance provides insight into fees in asset management; the trends and pressures.

MiFID II for Asset Managers: Threat or Opportunity? (Kurtosys, 2017)
The EU MiFID II regulations, which come into effect next year, will have a huge impact on the asset management industry, but many managers do not yet have the technological solutions to comply. This Kurtosys report explores further.

Global Asset Management 2017: The Innovator’s Advantage (Boston Consulting)
This report by the Boston Consulting Group takes a detailed look at the state and outlook for the global asset management industry.

Brexit – What It Means for Investment Management (CFA Institute, 2017)
This guide has been written by CFA Institute. It explores the legal and regulatory considerations following Brexit and analyses the possible outcomes.

Wholesale Banks & Asset Managers: The World Turned Upside Down (Oliver Wyman)
This paper suggests that in a reversal of fortunes, asset managers now face intensifying top-line pressures from cheap beta and regulations, while banks are primed for upside with regulatory shifts helping to drive RoE up by ~300bps.

Future of the Asset Management Industry – Eight Perspectives (Kurtosys)
This paper by Kurtosys asks eight leading financial professionals their opinions of where they see the asset management industry in five years’ time.

Demographics: Human Capital – power to the people (UBS, 2017)
It is all too easy to ignore demographics in modern markets. Real time news and daily macroeconomic data demand investors’ attention at every turn. So what role should plodding structural population trends play in investors’ analytical armoury when shorter-term market sentiment seems to offer the key to performance?

Robo-advice: A true innovation in asset management (Deutsche Bank, 2017)
This report by Deutsche Bank explores the rise of robo-advice within the asset management industry. It provides a helpful introduction and examines the pros and cons of this innovation.

Invested in Disruption: IQ Magazine Q3/Q4 2017 (SSGA)
We live in an age of disruption, in which business models, industries and even our daily lives are being transformed. This paper by Deutsche Bank examines the game-changing shifts that are redefining ideas around investment performance and value and how investors can navigate this new landscape.

UK Asset Management Market Study – Final Report (FCA, June 2017)
This report by the FCA presents the findings of its much anticipated asset management market study. The report includes a package of remedies that it plans to take forward to address the concerns identified in its interim sector report.

Real use cases for Blockchain and DLT in Asset Management (KPMG, 2017)
This 11-page paper by KPMG aims to cut through the hype of blockchain and distributed ledger technology (DLT) to offer real and practical examples of how these technologies work in the asset management space.

Review of Trends & Activities in the Investment Company Industry (ICI, 2017)
The latest Investment Company Fact Book is out! This 298-page publication by ICI is an important contribution to our understanding of the make-up of the U.S. investment industry.

B2B Customer Experience in the Asset Management Industry (KPMG, 2017)
Nowhere are commercial relationships more important than in the asset management industry. This paper is concerned with the lifecycle that can make or break a business relationship.

Asset Management 2020: Taking stock (PwC, 2017)
This 15-page paper by PwC takes a detailed look at the asset management investment landscape. The authors discuss industry fees, fund distribution, ETFs, and more.

Asset Management in Europe (EFAMA, 2017)
This 46-page paper takes a detailed look at the European asset management industry with a special focus on the Capital Markets Union.

Technology Transforms the Financial Landscape: Do Not Underestimate It (BlackRock, 2017)
Over the past nine years, investors across virtually every region have been fixated on the actions and language stemming from central banks, which is perfectly understandable. However, there’s need to pay more attention to the secular forces that are transforming the economic and financial landscape such as technological innovation and demographic trends.

Andrew Perrins

Andrew is CEO at SAVVYINVESTOR.NET

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