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WHITEPAPER

The Complete Firm 2013

Slowing revenue growth will reshape the industry’s revenue opportunities. Who are tomorrow’s most successful competitors? Read More

WHITEPAPER

2013 Consultant Search Forecast

With eVestment we have worked to produce the seventh annual survey of investment consultants.
Read More

WHITEPAPER

UNTAPPED OPPORTUNITY

Asset managers with Continental European owners comprise nearly one-third of the world's assets.
Read More

WHITEPAPER

The Sun also rises

Japanese asset management firms face three key competitive challenges that currently make them less profitable than their counterparts in other countries
Read More

WHITEPAPER

Target-Date Retirement Funds

Investment portfolios that dynamically adjust asset allocations to reduce risk as their shareholders age.
Read More

WHITEPAPER

The Hedge Fund of Tomorrow

The industry must address key shortcomings in its business and operating models in order to position itself.
Read More

WHITEPAPER

Crisis in Asset Management

Collapse of global securities and commodities markets already guarantees significantly reduced AUM and revenues for 2009.
Read More

WHITEPAPER

The New Gatekeepers

Investments outsourcing is a trend in global investment management that we have been tracking for a number of years.
Read More

WHITEPAPER

The Brave New World

This work is an extension of the Success in Investment Management series.
Read More

WHITEPAPER

Success In Investment Management

The investment management industry is rapidly entering the next phase of its maturity.
Read More

The Complete Firm 2013

February 2013

Slowing revenue growth will reshape the industry’s revenue opportunities. Who are tomorrow’s most successful competitors? This white paper outlines the value propositions and strategic initiatives that will separate future industry leaders from the rest of the pack.

Download
 

2013 Consultant Search Forecast

January 2013

Casey Quirk and eVestment have worked together to produce their seventh annual survey of investment consultants in the United States.

Download
 

UNTAPPED OPPORTUNITY

June 2011

Asset managers with Continental European owners, most of which belong to the region’s banks and insurers, comprise nearly one-third of the world’s assets under professional management.

Download
 

The Sun alsorises

May 2010

Japanese asset management firms face three key competitive challenges that currently make them less profitable than their counterparts in other countries

Download
 

Target-Date Retirement Funds

April 2009

Target-date retirement funds (TDRFs)—also known as lifecycle funds—are investment portfolios that dynamically adjust asset allocations to reduce risk as their shareholders age.

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The Hedge Fund of Tomorrow

April 2009

The industry must address key shortcomings in its business and operating models in order to position itself as the future of active asset management.

Download
 

Crisis in Asset Management

November 2008

Collapse of global securities and commodities markets since October 2007 already guarantees significantly reduced AUM and revenues for 2009.

Download
 

The New Gatekeepers

December 2008

Investments outsourcing is a trend in the global investment management industry that Casey Quirk has been tracking for a number of years.

Download
 

The Brave New World

September 2007

This work is an extension of the Success in Investment Management series on which Merrill Lynch’s Financial Institutions Group and Casey Quirk have been collaborating for over eight years.

Download
 

Success in Investment Management

June 2000

This paper is motivated by our belief that the investment management industry is rapidly entering the next phase of its maturity.

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© COPYRIGHT 2012 CASEY QUIRK