On a regular basis, I&F provides asset management companies wiith in-depth analyses on the dynamics of third-party investment management markets in Europe. Our studies are based on a proven methodology with a track-record of over 15 years combining quantitative analyses and qualitative insights gained through direct interviews with senior investment decision makers at asset management client organisations.
I&F provides insights into the key markets and investor segments that our clients address. We focus on all European markets but maintain an ability to conduct research around the globe.
- Institutional investors: annual study focusing on the French institutional asset management market
- Open architecture: bi-annual market analysis of third-party distribution channels for asset managers (multimanagers, structuring desks, private banks, retail banking and insurance networks, online distributors, etc.)
- Corporates: bi-annual study of the employee savings and pension schemes of large companies and opportunities for asset managers.
This is a comprehensive comparative analysis of defined maturity fixed income funds.
For over 10 years, I&F has produced the reference analysis of the institutional asset management marketplace in France.
Our objective is to provide an in-depth analysis of the “open” competitive marketplace for asset managers, defined as the share of financial assets managed by third-party asset management companies on behalf of institutional investors.
The survey focuses on the specifics of the French asset management market, provides an overview of the key market trends and development opportunities for asset managers and offers a comprehensive analysis of the competitive environment.
The study is based on the proven I&F methodology (10-year track record) that relies both on quantitative and qualitative inputs primarily obtained from one-on-one interviews with key investment decision-makers at major institutional investors.
183 institutional investors were included in the 2012 study.
Every two years, I&F publishes the reference study of the open architecture market in France. This study forms the basis of the Wholesale Distribution Market Report.
Tailored to the specific requirements of international asset managers, the Report covers the following market segments:
- Multi-managers (be they affiliated with a larger financial institution or operating on a stand-alone basis).
- Wholesale distributors offering third-party funds, including financial advisors at private banks and independent asset managers.
The study is conducted using the proven I&F methodology that relies both on quantitative and qualitative inputs primarily obtained from one-on-one interviews with key investment decision-makers.
The objective of the Report is to provide not only an in-depth quantitative analysis of the “open” competitive marketplace for asset managers but also a review of the key trends that support business development strategies of asset management companies in this market.
Carried out in conjunction with the annual I&F review of the French institutional market, this study is specifically aimed at specialist equity asset managers targeting this client segment with an open funds offering.
The following topics are covered in the research:
- Structure of equity investments at French institutional investors
- Asset management policy
- Change factors for equity allocations
- New investment themes (emerging markets, absolute return)
- Analysis of the relationships between asset managers and institutional investors
For over 10 years, I&F has produced the reference analysis of the institutional asset management marketplace in France.
Our objective is to provide an in-depth analysis of the “open” competitive marketplace for asset managers, defined as the share of financial assets managed by third-party asset management companies on behalf of institutional investors.
The research focuses on the specifics of the French asset management market, provides an overview of the key market trends and development opportunities for asset managers and offers a comprehensive analysis of the competitive environment.
The study is based on the proven I&F methodology (10-year track record) that relies both on quantitative and qualitative inputs primarily obtained from one-on-one interviews with key investment decision-makers at major institutional investors.
I&F has produced a new report analysing the growth potential of the long term corporate investment segment for asset managers in France.
This review includes an analysis of the following market segments:
- Employee saving schemes
- Corporate pensions and long term social liabilities
Our objective is to provide an in-depth analysis of the “open” competitive marketplace for asset managers.
The survey focuses on the specifics of the French asset management market, provides an overview of the key market trends and development opportunities for asset managers and offers a comprehensive analysis of the competitive environment.
The survey is based on the proven I&F methodology (10-year track record) that relies both on quantitative and qualitative inputs primarily obtained from one-on-one interviews with key investment decision-makers at major corporate investors.