Research
Research
August 2017
US institutional hiring activity in 2017 Q1-2 is down slightly in number relative to 2016 and prior years
  • Total new mandates number at mid-year is off the 2016 pace by 6%
  • However, value of placements is ahead of 2016 pace by 4%
  • Defined Contribution hires are behind pace at mid-year 2017. Defined Benefit and Endowment/Foundation hires are about on track relative to 2016
Alternative Investments and Fixed Income share so far in 2017 continues to increase relative to the past five years. Domestic Equities are holding share, while International Equity hires are down. Real estate’s new mandate share has declined relative to a spike the prior two years.

Leading managers based on wins for selected styles:
  • US equity large cap growth: Loomis Sayles
  • International Active Equity (all styles): Harding Loevner and Wellington Management
  • Global active equity: Wellington Management
  • Global TAA: Standard Life
  • High yield: Columbia Threadneedle
  • Private Equity (single funds): Vista Equity Partners
Consulting firm facilitating most placements:
  • Based on mandate number: Cambridge
  • Based on mandate value: Callan
August 2017
US institutional hiring activity in 2017 Q1-2 is down slightly in number relative to 2016 and prior years
  • Total new mandates number at mid-year is off the 2016 pace by 6%
  • However, value of placements is ahead of 2016 pace by 4%
  • Defined Contribution hires are behind pace at mid-year 2017. Defined Benefit and Endowment/Foundation hires are about on track relative to 2016
Alternative Investments and Fixed Income share so far in 2017 continues to increase relative to the past five years. Domestic Equities are holding share, while International Equity hires are down. Real estate’s new mandate share has declined relative to a spike the prior two years.

Leading managers based on wins for selected styles:
  • US equity large cap growth: Loomis Sayles
  • International Active Equity (all styles): Harding Loevner and Wellington Management
  • Global active equity: Wellington Management
  • Global TAA: Standard Life
  • High yield: Columbia Threadneedle
  • Private Equity (single funds): Vista Equity Partners
Consulting firm facilitating most placements:
  • Based on mandate number: Cambridge
  • Based on mandate value: Callan
Hiring activity in 2016 Q1-2 is close but down slightly relative to the pace set in 2014-2015.
  • If 2016 placements continue at the Q1-2 pace, total placements at year end will be down 6% in number and 2% in value versus 2015.
  • In 2016 Q1-2 relative to the prior year, defined benefit and endowment/foundation hires are reduced, defined contribution hires are increased.
Gaining share of new mandates in 2016:
  • Alternative investments - Private equity single funds, infrastructure, and real assets (non-specific) increased share of new hires in the alternative space.
  • Real estate, including core plus, ex-US and RE co-investments.
  • Domestic active equity mandates specific to the defined contribution market (at least partly due to incumbent terminations).
July 2016
July 2016
Hiring activity in 2016 Q1-2 is close but down slightly relative to the pace set in 2014-2015.
  • If 2016 placements continue at the Q1-2 pace, total placements at year end will be down 6% in number and 2% in value versus 2015.
  • In 2016 Q1-2 relative to the prior year, defined benefit and endowment/foundation hires are reduced, defined contribution hires are increased.
Gaining share of new mandates in 2016:
  • Alternative investments - Private equity single funds, infrastructure, and real assets (non-specific) increased share of new hires in the alternative space.
  • Real estate, including core plus, ex-US and RE co-investments.
  • Domestic active equity mandates specific to the defined contribution market (at least partly due to incumbent terminations).
July 2015
This report highlights manager insurance AUM rankings specific to each region and profiles the featured product and service offerings of each insurance-focused investment manager.
July 2015
This report highlights manager insurance AUM rankings specific to each region and profiles the featured product and service offerings of each insurance-focused investment manager.
Systematic client feedback is integral to ensuring your organization meets clients’ needs and expectations. EDH conducted this survey to help establish industry practices for investment managers’ use of client surveys. Topics include:
  • How widespread is use of client satisfaction surveys
  • Use of third party consultants versus internal staff to conduct surveys
  • Client survey frequency and key approaches
  • What topics are addressed and which are most useful
  • What third party-conducted client surveys cost
December 2014
December 2014
Systematic client feedback is integral to ensuring your organization meets clients’ needs and expectations. EDH conducted this survey to help establish industry practices for investment managers’ use of client surveys. Topics include:
  • How widespread is use of client satisfaction surveys
  • Use of third party consultants versus internal staff to conduct surveys
  • Client survey frequency and key approaches
  • What topics are addressed and which are most useful
  • What third party-conducted client surveys cost
January 2009
Crisis causes change. Investment products, manager selection and client service – institutional investor needs in these areas may be different as we navigate through the market crisis.

Investment consultants offer a unique perspective on the changing needs of institutional investors. Eager, Davis & Holmes surveyed the investment consultant community to gain insights that will help investment managers respond.
January 2009
Crisis causes change. Investment products, manager selection and client service – institutional investor needs in these areas may be different as we navigate through the market crisis.

Investment consultants offer a unique perspective on the changing needs of institutional investors. Eager, Davis & Holmes surveyed the investment consultant community to gain insights that will help investment managers respond.