Issue date: May 28, 2007
Stories from the report
Assets near $25 trillion
The 500 largest money management firms saw their worldwide institutional assets under management climb 14.3% and U.S. institutional tax-exempt assets jump 15% last year
The largest money managers: an introduction
This issue marks the 34th year that Pensions & Investments has profiled leading institutional asset managers. Our annual directory — ranking and profiling managers of U.S. institutional tax-exempt...
Investors looking abroad
U.S. institutional investors looked abroad for a greater share of their private equity and real estate investments during 2006. The cause: soaring prices domestically and increased opportunities overseas, said Reznick Group's Scott Farb.
Overlay managers see 48% increase
For overlay managers, the sky may be the limit.The firms have once again reported a significant annual increase in total U.S. institutional tax-exempt overlay assets, which spiked by 48% to $586....
Hedge fund assets up 37% for 2006
The largest hedge fund and absolute-return managers experienced strong inflows in 2006, with assets under management of the top 25 hedge fund up $98 billion or 30% to $420.4 billion
Charts and data
Manager statistics at a glance
The top money managers
Growth of worldwide institutional assets
Growth of worldwide institutional assets of the top 500 managers
Growth of U.S. institutional, tax-exempt assets of the top 500 managers*
Growth in U.S. institutional, tax-exempt assets managed internally by the top 100 managers
Growth of U.S. institutional, tax-exempt assets managed internally by the top 500 managers
Average asset mixes
Top 100 managers ranked by U.S. institutional tax-exempt assets managed internally
Top 500 managers ranked by U.S. institutional tax-exempt assets
Top 250 firms ranked by worldwide assets
Top 25 managers of U.S.-client assets
Top 25 managers of active domestic equity
Top 25 managers of active domestic fixed income
Top 25 managers of passive domestic indexed equity
Top 25 managers of passive domestic indexed bonds
Top 25 managers of enhanced domestic indexed equity
Managers of enhanced domestic indexed bonds
Top 25 managers of passive international indexed securities
Managers of enhanced international indexed equity
Top 25 managers of active international securities
Top 25 managers of active emerging markets securities
Top 25 managers of REITs
Growth of REITs
Top 25 managers of high-yield bonds
Top 25 managers of mortgages (whole loans)
Managers of Treasury inflation-protected securities
Managers of collateralized debt obligations
Top 25 managers of stable value
Managers of convertible securities
Top 25 managers of real estate equity
Growth of real estate equity
Managers of venture capital
Managers of buyout funds
Managers of privately placed bonds
Top 25 managers of private equity
Managers of distressed debt
Managers of mezzanine debt
Managers of commodities
Top 25 hedge fund managers by worldwide assets
Top 25 hedge fund managers by U.S. institutional, tax-exempt assets managed internally
Top 25 managers of absolute-return strategies by worldwide assets
Top 25 managers of core-plus bond strategies
Top 25 managers of mutual fund assets
Top 25 managers of defined benefit assets
Top 25 managers of defined contribution assets
Top 25 managers of endowment/foundation assets
Overlay managers
Growth of overlay strategies
Managers assigning assets to others
Minority- & women-owned firms
Top 25 managers of active domestic large-cap growth equity
Top 25 managers of active domestic large-cap value equity
Top 25 managers of active domestic small-cap growth equity
Top 25 managers of active domestic small-cap value equity
Profiles
Profiles of the top money managers
Profiles of the top Canadian money managers
To purchase an Excel spreadsheet containing all the raw data P&I compiled for this directory, visit our Data Store.
To purchase a hard copy or electronic reprints, please contact Laura Picariello at (732) 723-0569 or email lpicariello@crain.com.




