The Largest Money Managers

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.

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