COMMENTS

  1. Future of asset management: a trends report

    Mergermarket, in partnership with BNY Mellon, surveyed 106 asset managers and 94 asset owners from around the world to gain insights into key trends in the asset management industry. Half of all respondents were based in North America, 40% in Europe, the Middle East & Africa (EMEA) and 10% in Asia‑Pacific (APAC).

  2. Wealth & Asset Management

    From saving to spending: A second front emerges in the US retirement challenge. July 29, 2022 -. While accumulation has long been a focus for pre-retirees, ensuring a consistent and sufficient stream of income through retirement... Read our latest research, articles, and reports on Wealth and Asset Management.

  3. The future of asset management in North America

    The asset management industry was a beneficiary of this rapid bounce-back, with industry economics showing a record year in 2020: Based on sheer growth in assets under management (AUM), 2020 was the second-best year since the financial crisis, and the global industry reached an all-time high of $115 trillion. Moreover, growth went beyond asset ...

  4. Strategic Aspects of Asset Management: An Overview of Current Research

    We also shortly outline future research directions based on our findings, thus encouraging a more coherent development of research on strategic asset management. Research strategy (SAM refers to ...

  5. The power of asset management analytics

    Advanced analytics is also being used to improve productivity in the asset management middle and back offices. As firms contend with the growing complexity of products, legal entities, vehicles, and markets, economies of scale are coming under pressure. In response, asset managers are looking for ways to increase the productivity of their ...

  6. Strategic Aspects of Asset Management: An Overview of Current Research

    Recently, there has been a significant amount of interest in research on strategic asset management both in academia and industry [1,2,3,4], while the majority of existing research is devoted to general, not strategic aspects of asset management (e.g., [2,4]).Managing physical assets is not a novelty for a wide range of asset-intensive industries (aviation, civil engineering, public ...

  7. Asset Management Trends: 7 Key Insights to Know

    Here are seven crucial industry trends—and how asset managers can take action. 1. Fees Are Getting Squeezed. Consolidation isn't a new trend in the industry. Still, one major challenge it ...

  8. PDF ARTIFICIAL INTELLIGENCE IN ASSET MANAGEMENT

    Artificial Intelligence in Asset Management Söhnke M. Bartram Research Fellow, Centre for Economic Policy Research, and Professor of Finance, University of Warwick, Warwick Business School, Department of Finance ... A sizable proportion of asset management companies are now using AI and statistical models to run trading and investment ...

  9. Asset Management: Articles, Research, & Case Studies

    by Sergey Chernenko and Adi Sunderam. A key function of many financial intermediaries is liquidity transformation: creating liquid claims backed by illiquid assets. To date it has been difficult to measure liquidity transformation for asset managers. The study proposes a novel measure of liquidity transformation: funds' cash management ...

  10. Identifying Research Topics and Trends in Asset Management for ...

    Asset management is not new, and research has been conducted in private and public sectors on how to systematically maintain infrastructure or facilities for sustainable use and achieve the level of service desired by users or customers at the lowest life cycle costs. This research identifies the research topics and trends in asset management over the past 30 years. To this end, latent ...

  11. (PDF) Asset Management: concepts & practices

    Increasingly, physical-asset-intensive organisations (in many sectors) are. now recognising and describing 'Asset Management' is part of their core. purpose - creating/acquiring, exploiting ...

  12. Journal of Asset Management

    An international forum for strategy, techniques and innovations in funds management. Covers applied research, best practice and regulatory matters. Benefits researchers, professional asset managers, investment advisors, analysts and regulators. This journal keeps readers up-to-date with current developments and strategies in asset management.

  13. Asset and Wealth Management Research, Data, and Consulting

    Cerulli Associates. For over 30 years, Cerulli has been at the forefront of the financial services industry, delivering groundbreaking market intelligence and strategic business recommendations. It is our mission to arm our clients with the data, research, and advice they need to grow.

  14. Quantitative Research

    Michael is a member of the Asset Management Executive Group and has oversight of all equity portfolio management, research and trading activities including quantitative, index and tax-advantaged strategies. Additionally, he assists with the development of investment vision, strategy portfolio construction and risk management framework for the ...

  15. PDF The Future of ASSET MANAGEMENT

    The barriers facing asset managers and owners as they work to effectively manage their data are vast. • Some 80% of asset owners agreed their biggest barrier to effective data management was the ability to obtain real-time, high-quality data that is reliable, complete and fresh. What are your current arrangements and outsourcing plans for the

  16. Assets: Articles, Research, & Case Studies on ...

    by Sergey Chernenko and Adi Sunderam. A key function of many financial intermediaries is liquidity transformation: creating liquid claims backed by illiquid assets. To date it has been difficult to measure liquidity transformation for asset managers. The study proposes a novel measure of liquidity transformation: funds' cash management ...

  17. What Is Asset Management, and What Do Asset Managers Do?

    Asset management is the practice of buying, selling, and managing investments, commensurate with specific risk tolerances, to increase wealth over time. Asset management professionals perform this ...

  18. Asset Management and Sustainability: Industries and Regulatory Issues

    In 2021, the financial power of asset management is unprecedented, and its power in terms of volume of assets under management was colossal: US$103 trillion at the end of 2020 according to the latest BCG Global Asset Management report, a figure higher than global GDP estimated by the IMF (under US$85 trillion in 2021). Enabling a green and sustainable transformation of these assets, in line ...

  19. Investment Research Library

    Our research shows that thematic funds—ranging from artificial intelligence to cannabis—have surged in recent years, with $806 billion in assets under management as of the end of 2021.

  20. Asset Management Research

    Asset Management Research. In order to offer a selection of asset managers designed to meet investors' diverse needs, we employ one of the most highly regarded due diligence groups in the nation to review managers before their services are offered through Raymond James. This group closely scrutinizes the philosophies, investment selection ...

  21. Welcome to CIBC Asset Management

    Our investment teams, spanning a wide range of asset classes, industry sectors and regions, have extensive and diverse experience. We believe that research guided by rigorous process yields better results for our clients. We're dedicated to helping you make informed investment decisions through our robust and timely thought leadership.

  22. PDF Advanced analytics in asset management: Beyond the buzz

    201 7, there were almost 14,00 0 research publications in the asset management industry that containe d "big data" or "analytics" as descriptive keywords—four times the number in 2012. 1. Faced with this deluge of opinions and claims, it can be difficult for asset management leaders . to separate fact from fiction, and to get a clear

  23. SEC Charges Advisory Firm Macquarie Investment Management Business

    The Securities and Exchange Commission today announced registered investment adviser Macquarie Investment Management Business Trust (MIMBT) will pay a total of $79.8 million to settle charges for overvaluing approximately 4,900 largely illiquid collateralized mortgage obligations (CMOs) held in 20 advisory accounts, including 11 retail mutual funds, and for executing hundreds of cross trades ...

  24. Mirae Asset Nifty Metal ETF

    Prior to joining Mirae Asset Mutual Fund, she has worked with ICICI Prudential Asset Management Company Ltd. Name Akshay Udeshi since 20-Sep-2024; Education Mr. Udeshi has done B.E (Electronics) and MBA (Finance) Experience Prior to joining Mirae Asset Mutual Fund, he was assocaited with Reliance Retail Ltd. and L&T Financial Services