Today we launched our website dedicated to providing industry leading quantitative research in the asset management industry.
We launched with two reports based on time series data from 2012 up to end 2019:
Top 300 Asset Managers 2019 (based our the best available industry data)
We invite potential clients to review the report previews.
Our statistical analysis provides insights into the evolution of the industry structure since 2012. Due to the uniqueness of the dataset, our reports provide new and unique structural and financial insights into the evolution of the asset management industry.
We have data covering:
Asset Managers: 950+
AuM for all asset managers since 2012.
Estimates for on- and off-balance sheet AuM and size of the AM unit with the company
Mergers and Acquisitions in the industry since 2012
Additionally, for a select group of roughly 80 mega, large, medium and small cap asset managers covering 52% of the global AuM, we also capture:
AuM change due to net flows, acquisitions/disposals, market movement
Financial information such as revenues, net and gross profits, costs, taxes, per share information, total equity and liabilities.
Our research thus far covers:
time series analysis for the global asset management industry
linear regression analysis of fundamental financial data for asset management companies
machine learning analysis for non-linear relationships and factor identification
investment strategy based on fundamental and relative valuation of listed asset managers.
We are excited to shares these insights with clients to provide a quantitative rationale for decision making.
Alistair Lamb
18 November 2020
Zürich, Switzerland.
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