Lamb Quantitative Research (LQR) analyzed the performance between alternative and traditional asset managers over the period 2014-2024...

There's a lot of noise around the growth of alternatives for asset managers. Are they taking over the world, or have they collapsed...

A loose collection of academic papers relevant to the investment asset management industry. The focus is on valuation, performance, and industrial organization of investment asset managers; we exclude almost all of the the vast literature pertaining to portfolio management. Please let us know in the comments what we should add. (Apologies for the lack of citation standard). Industry Introduction Bernard Delbecque (2012): “Key functions of asset management,” VOXEU, March....

Our analysis shows that most M&A deals result in significant underperformance of the buyer. In asset management, scale certainly doesn’t predict higher margins or better client outcomes for multiple structural reasons.

2024 Estimates Lamb Quantitative Research (LQR) estimates that assets under management (AuM) of global asset managers ended 2024 at USD...

The global AM industry allocates USD 130 tr, 27% of the world's wealth in 2023, but the industry is changing. Our chart shows a slice of...

2023 Estimates At the start of July 2023, Lamb Quatitative Research (LQR) predicted global AuM for asset managers would rise 8% from USD...

In this update we explore the profits of alternative managers compared to traditional managers.

Asset managers that have pushed into alternative asset classes have been rewarded with high revenue growth due to ...

In our next post on the health of the Swiss asset management industry, we see that the industry is growing revenues despite falling...

In our last post "Swiss Asset Management has a Unique Story", we showed that market return is the major difference in AuM growth between...

A Unique Story The progrress of Switzerland's asset management industry is a unique story. While AuM grow trails North America's and...

Switzerland’s AuM has increased by USD 1 trillion in 2012-2022, equivalent to 46% growth, while global AuM has grown 66%. For...

We've collated a list of industry associations and government bodies who support, advocate for, and report on each country's investment...

2022 marked a return to flat global industry profits after an auspicious but eventually temporary leap in 2021. Net profits are...

The largest component of AuM growth for asset managers is market return. 2022 was by far the worst year in the last decade. Net inflows,...

We have created a high-confidence forecasting model for the S&P 500 Total Return index.

We update our reading list with the latest releases. Authors are not climbing over each other to publish in this space, but they seemed...