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sponsored by Advent Software, Inc.
Posted:  10 Jul 2008
Published:  01 Jul 2008
Format:  PDF
Length:  27   Page(s)
Type:  White Paper
Language:  English
ABSTRACT:
Using data from a universe of 100 investment firms with assets under management ranging from $100 million to $25 billion, this comprehensive survey highlights emerging trends and provides objective benchmarks to help you evaluate your processes, technology, and benefits. Conducted by the Advent Users Group, an independent organization of nearly 400 investment management firms, the survey covers a cross-section of the industry–independent advisors, asset managers, family offices, banks and trusts, broker dealers, and hedge funds'from every region of the US, as well as international firms. This 27-page Executive Summary, which presents key findings and statistical data in 30 figures, is divided into two sections: Operations & Technology and Compensation.



Author

Steven Unzicker

For more than fifteen years, Steven Unzicker has worked with financial services firms in creating strategic plans, executing transactions, managing post-merger integration projects, reengineering key business processes, formulating compensation plans, and optimizing investment product lines. Past and present clients include global financial services companies, boutique asset management firms, hedge funds, family offices, banks, technology vendors, and providers of outsourced fund services.



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Asset Management (Finance) | Asset Management Services | Compensation | CRM | Employee Monitoring | Investments | Outsourcing | Strategic Planning | Surveys

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