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Published on: March 2008
Type of content: WHITE PAPER
Format: Rich Text File (.rtf)
Price: FREE

Overview:
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.