Untapped Opportunity: Realizing Value in Continental Europe's Asset Managers
June 2011
Abstract: This white paper measures the opportunity Continental Europe's bank- and insurer-owned asset managers could unlock by improving the competitive position and growth prospects of their subsidiary asset managers. Based on Casey Quirk's proprietary research, the study outlines four key growth strategies that would improve the franchise value of Continental Europe's asset managers, and describes four key successful business models such firms can adopt. Growth strategies include:
Abstract: This white paper measures the opportunity Continental Europe's bank- and insurer-owned asset managers could unlock by improving the competitive position and growth prospects of their subsidiary asset managers. Based on Casey Quirk's proprietary research, the study outlines four key growth strategies that would improve the franchise value of Continental Europe's asset managers, and describes four key successful business models such firms can adopt. Growth strategies include:
- Competing more effectively for talent
- Improving non-affiliated distribution
- Strengthening and rationalizing product focus
- Evaluting global expansion
The Sun Also Rises: Growth Strategies for Japanese Asset Managers
May 2010
Abstract: This whitepaper outlines how Japanese fund managers can strengthen their competitive positioning at home and abroad by making three key changes in their business models:
Abstract: This whitepaper outlines how Japanese fund managers can strengthen their competitive positioning at home and abroad by making three key changes in their business models:
- Streamlining mutual fund economies by managing fewer, larger funds
- Reducing home bias focused on domestic securities
- Improving incentive alignment structures
Target-Date Retirement Funds: The New Defined Contribution Battleground
November 2009
Abstract: This whitepaper outlines success factors required to gather assets successfully in the rapidly changing defined contribution marketplace. Customization, indexation and decumulation are all themes reshaping target-date products, which will grow eightfold in size, to $2.6 trillion, within a decade. Our findings include:
Abstract: This whitepaper outlines success factors required to gather assets successfully in the rapidly changing defined contribution marketplace. Customization, indexation and decumulation are all themes reshaping target-date products, which will grow eightfold in size, to $2.6 trillion, within a decade. Our findings include:
- Results from a survey, jointly conducted with the Profit Sharing/401(k) Council of America, of more than 400 defined contribution plan sponsors
- Ten-year growth projections for defined contribution assets and revenues
- Ten-year growth projections for target-date assets and revenues by investment and packaging format, as well as by client size
- Detailed description of the key themes driving target-date innovation: customization, indexation, decumulation
- A review of the four likely target-date assembly methods
- Success characteristics for the five types of investment and assembly firms likely to succeed in tomorrow's defined contribution marketplace
Funds of Hedge Funds: A Balanced View
February 2009
Abstract: Our newest research note explains how many institutional funds of hedge funds defeat, rather than perpetuate, fraud. > Download complete whitepaper
Abstract: Our newest research note explains how many institutional funds of hedge funds defeat, rather than perpetuate, fraud. > Download complete whitepaper
The New Gatekeepers: Winning Business Models for Investments Outsourcing
December 2008
Abstract: This report defines and explains the rise of investments outsourcing—the practice of delegating part or all of a portfolio to third-party, multi-asset specialists—among U.S. institutional investors. The study presents key findings from a Casey Quirk survey of more than 20 of America's largest investments outsourcing vendors. Some of the issues discussed include:
Abstract: This report defines and explains the rise of investments outsourcing—the practice of delegating part or all of a portfolio to third-party, multi-asset specialists—among U.S. institutional investors. The study presents key findings from a Casey Quirk survey of more than 20 of America's largest investments outsourcing vendors. Some of the issues discussed include:
- Sizing the investment outsourcing trend by number, type and size of U.S. investors
- Identifying institutional investors most likely to outsource investment portfolios
- Comparing various business models in investments outsourcing
- Outlining key success factors in the investments outsourcing business
- Explaining how asset managers can benefit from the trend
Small Cap Spillover:
New Approaches Address Capacity Issues March 2006
Abstract: This report examines trends in the Small Cap universe. Some highlights of our research include:
New Approaches Address Capacity Issues March 2006
Abstract: This report examines trends in the Small Cap universe. Some highlights of our research include:
- Capacity is a major issue in the Small Cap area
- SMid and Mid Cap products have become viable alternatives to investing in
Small Cap - Indexing has become a reasonable alternative to active Small Cap investing
The Geeks Shall Inherit the Earth?
Quantitative Managers' Recent Edge November 2005
Abstract: This report discusses the results of our research on quantitative managers, and describes how:
Quantitative Managers' Recent Edge November 2005
Abstract: This report discusses the results of our research on quantitative managers, and describes how:
- Quantitative managers have outperformed other managers
- Quantitative managers have grown faster
- A select group of firms have reaped the most
The Search for Investment Quality -
A Survey of investors, Consultants and Managers May 2003
Abstract: This survey, conducted with InvestorForce, examines investor's, consultant's, and manager's views on the topic of Investment Quality. The survey determines that it is about much more than performance and identifies the managers that investors and consultants feel best demonstrate Investment Quality. > Download complete whitepaper
A Survey of investors, Consultants and Managers May 2003
Abstract: This survey, conducted with InvestorForce, examines investor's, consultant's, and manager's views on the topic of Investment Quality. The survey determines that it is about much more than performance and identifies the managers that investors and consultants feel best demonstrate Investment Quality. > Download complete whitepaper
Style is dead. Long live style!
August 2001
Abstract: In this paper we discuss the evolution, current state and future of manager classification schemes. > Download complete whitepaper
Abstract: In this paper we discuss the evolution, current state and future of manager classification schemes. > Download complete whitepaper