Annual State
of the Union
This annual report provides insights into key trends across financial services using a 1-year and 3-year trends in these key areas:
- New Private Fund launches by fund type
- New Private Fund Assets launched by Fund type
- Investment Advisors added and dropped
- Fund Administrators added and dropped, including outsourcing trends, switches and the distribution of new wins
- Fund Auditors added and dropped, including Switches and Distribution of New Wins
- Prime Brokers added and dropped, including Switches and Distribution of New Wins for Single, Hybrid and Multi PBs
- Custodians added and dropped, including Switches and Distribution of New Wins for Single, Hybrid and Multiple Custodians
- Marketing Firms added and dropped
- Industry productivity based on 4 different productivity analytics
- Hiring trends across private fund advisers - Total, Investment, and Non-Investment Staff
- ESG "sensitivity scores" of investment advisers
- Gender diversity trends in the asset management industry by C-Suite function
- Non-Investment risk scores of investment advisers across the asset management industry