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Annual Asset and Wealth Management Benchmarking Studies

Our annual asset and wealth management benchmarking studies provide insights into how leading asset and wealth management companies operate. The Global Wealth report tracks the performance of more than 130 wealth managers globally. The Global Asset Management report, which follows more than 120 leading asset managers representing 53% of global assets under management, has identified six possible design choices for target operating models in asset management.

Finding the Right Operating Model

Developing the right operating model is critical for growth in today’s economic and competitive conditions.

There are six operating design choices, all of which rely on the core principle enablers of talent development, organization structure, and governance. Each has its own strategic focus, such as:

  1. Staying flexible enough to adopt new or unique assets and strategies
  2. Scaling to handle more assets under management, trades, and funds
  3. Continuing to support core activities while outsourcing noncore activities
  4. Emphasizing risk management, culture, and practices
  5. Creating opportunities for superior investment performance
  6. Managing costs and enhancing efficiency
Financial Institutions
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