Boston, May 11, 2017 – Boutique asset management firms inhabit their own unique space in the global taxonomy of asset managers, and they find themselves on the precipice of change, just as the asset management industry in aggregate is poised to enter a new transitional phase. Some of the value-added aspects of the market and margin will undoubtedly exit the industry—permanently. However, boutiques provide investment strategies that are on the “alpha” side of the barbell. But do returns through alpha generation lead to commensurate higher fees?
In this Impact Report, Aite Group explores current thematic trends, growth drivers, and key challenges for the boutique asset management industry. This study is based on 31 interviews Aite Group conducted during Q4 2016 with senior executives or managers from boutique asset management funds. Interviewees were recruited from a wide range of firm sizes and a diverse sampling of geographies.
This 33-page Impact Report contains 20 figures. Clients of Aite Group’s Institutional Securities & Investments service can download this report, the corresponding charts, and the Executive Impact Deck.
This report mentions Group of Boutique Asset Managers (GBAM), Morgan Stanley, New City Initiative (NCI), and NextShares.