mast image

Special Report

Impact investing

Sections

Chart of the Week: Global passive assets hit €8.3trn

The share of global assets managed through passive strategies has grown from 17% to 22% in this year’s Top 400 Asset Managers survey carried out by IPE.

However, the share of ‘passive’ global assets is still below its high point of 26% in 2016.

Actively managed global assets are growing at a higher rate, according to the IPE survey. The compound annual growth rate of ‘active’ global assets for the past five years was nearly 7.9%, compared with a rate of 5.2% for passive assets.

At a European level, 80% of institutional assets managed were through active strategies, according the survey. This was down from 83% last year, indicating that passive strategies are gaining ground among European institutional investors.

<

The growth rate of passively managed institutional assets in Europe for the past five years was 6.3%, compared with a 7.5% rate for actively managed assets.

In this year’s IPE Top 400 survey, the ratios of active and passive assets were calculated from the total figures for actively managed and passively managed assets across the whole universe of managers that were surveyed. This means the sample varies slightly year-on-year due to mergers between managers and other events.


Click here to download the complete Top 400 table

Top 400 2019

Further reading

Top 400 Asset Managers 2019: Cultures Change
Is asset management a technology business, a people business, or both?

Artificial intelligence: Let me tell you what you really think
How are managers deploying natural language processing to analyse management sentiment in earnings calls?


IPE Top 400 Asset Managers: Your source for institutional market intelligence

IPE offers unrivalled intelligence on over 400 global asset managers covering over 100 categories of products, strategies, asset classes, and key data areas. The data set is available to buy with a variety of purchase options.

For more information please contact iperesearch@ipe.com.

Related images

  • Stock market returns

Have your say

You must sign in to make a comment

IPE QUEST

Your first step in manager selection...

IPE Quest is a manager search facility that connects institutional investors and asset managers.

  • QN-2548

    Asset class: Fixed Income, Emerging Market Debt Hard Currency (Active).
    Asset region: Emerging Markets.
    Size: CHF 300-400m.
    Closing date: 2019-07-30.

  • QN-2549

    Asset class: Fixed Income, Emerging Market Debt Hard Currency (Passive or Passive Enhanced).
    Asset region: Emerging Markets.
    Size: CHF 300-700m.
    Closing date: 2019-07-30.

  • QN-2550

    Asset class: Fixed Income, Emerging Market Debt Local Currency (Active).
    Asset region: Emerging Markets.
    Size: CHF 250-350m.
    Closing date: 2019-07-31.

  • QN-2551

    Asset class: Fixed Income, Emerging Market Debt Local Currency (Passive or Passive Enhanced).
    Asset region: Emerging Markets.
    Size: CHF 250-350m.
    Closing date: 2019-07-31.

  • QN-2552

    Asset class: Fixed Income, High Yield (Active).
    Asset region: High Yield (US).
    Size: CHF 500-600m.
    Closing date: 2019-07-29.

  • QN-2553

    Asset class: Fixed Income, High Yield (Passive or Passive Enhanced).
    Asset region: High Yield (US).
    Size: CHF 500-1'100m.
    Closing date: 2019-07-29.

  • QN-2554

    Asset class: Global Real Estate (Equity, unlisted Funds).
    Asset region: World (ex-Switzerland).
    Size: CHF 200 mn (potential for further growth).
    Closing date: 2019-08-07.

  • QN-2555

    Asset class: Real Estate.
    Asset region: European.
    Size: EUR 50 - 100 million.
    Closing date: 2019-07-22.

  • QN-2556

    Asset class: FX Hedging.
    Asset region: Global.
    Size: Mandate size of CHF 1.5 bn.
    Closing date: 2019-08-09.

  • QN-2557

    Asset class: All/large Cap Equities.
    Asset region: China A-shares.
    Size: Unit linked platform (0m USD in initial investment).
    Closing date: 2019-08-01.

Begin Your Search Here
<