Strategic Insight

Generating a wealth of knowledge and cutting-edge insights to bring our clients clarity.

Our Strategic Analysis Group has an exceptional understanding of the global investment management business. We create and execute original analysis to generate strategic market intelligence on retail and institutional markets worldwide. This puts us – and our clients – on the forefront of industry change and innovation. We perform proprietary analysis to advise clients on strategy and execution, provide solutions, and help them gain the greatest possible advantage from any transaction. We also release periodic white papers to inform and educate the industry and the public on trends across the Asset Management and Financial Technology industries.

White papers:

08/10
Turning Tides: First Half 2010 M&A Activity in the Asset Management Industry. Read PDF...

02/10
On The Road Again: 2009 M&A Activity in the Asset Management, Broker-Dealer and Financial Technology Industries. Read PDF...

08/09
Winds of Change: First Half 2009 M&A Activity in the Asset Management, Broker/Dealer and Financial Technology Industries. Read PDF...

02/09
Are We There Yet?!: M&A and Capital Markets Activity in Global Fund Management, 2008. Read PDF...

08/08
Nowhere to Hide: M&A and Capital Markets Activity in Global Fund Management, First Half 2008. Read PDF...

02/08
All Shook Up: M&A and Capital Markets Activity in Global Fund Management, 2007. Read PDF...

12/07
After the Belle Époque: The Future of Fund Management. Read PDF...

08/07
The Long and Long-Short of It: M&A and IPO Activity in Global Fund Management, First Half 2007. Read PDF...