Money Managers
Issue date: May 26, 2008
Stories from the report
Manager assets up 11%
The 500 largest money management firms weathered a second-half spike in financial market volatility to post an 11.8% rise in worldwide institutional assets under management last year - to $27.6 trillion, Pensions & Investments' annual money manager survey shows.
Hedge funds gain big from volatile global markets
The largest hedge fund managers reported significant growth in 2007, the result of decent returns and steady inflows, with worldwide (gross) assets managed by the 25 largest hedge fund and fund-of-funds managers up 73%.
Private equity surges
Private equity investment managers - especially those with hot, specialized strategies - were big winners in 2007.
TIPS gain from inflation worries, drive to diversify
Growing concerns over inflation and increased comfort with the security among investors resulted in a big jump in assets invested in Treasury inflation-protected securities in 2007.
Podcast
The story behind the numbers
For more than 30 years, Pensions & Investments has issued its annual ranking of the largest U.S. money managers -essential reading not only for the managers themselves, but for investment consultants and institutional investors as well. In the 2008 edition, P&I dug deep into the assets that these managers run for their clients, uncovering the big trends in the industry and identifying where institutional investors are moving their assets and what's driving them to do so. In this podcast, go beyond the numbers to find out what's driving all the action.
Profiles
VIEW PROFILES
VIEW CANADIAN MANAGER PROFILES
Charts and data
* The top money managers
- Absolute-return strategy managers
- Defined contribution plan managers
- Exchange-traded fund managers
- Hedge fund managers by U.S. institutional, tax-exempt assets
- Hedge fund managers by worldwide assets
- Managers assigning assets to others
- Managers ranked by U.S. client assets
- Managers ranked by U.S. institutional tax-exempt assets
- Managers ranked by U.S. institutional tax-exempt assets managed internally
- Managers ranked by worldwide assets
- Minority- & women-owned managers
- Mutual fund managers
- Overlay strategy managers
> Active domestic equity managers
> Active domestic fixed-income managers
> Active domestic large-cap growth equity managers
> Active domestic large-cap value equity managers
> Active domestic midcap growth equity managers
> Active domestic midcap value equity managers
> Active domestic small-cap growth equity managers
> Active domestic small-cap value equity managers
> Active extension equity managers
> Active international securities managers
> Buyout fund managers
> Collateralized debt obligation managers
> Commodities managers
> Convertible securities managers
> Core-plus bond managers
> Defined benefit plan managers
> Distressed debt managers
> Emerging markets securities managers
> Endowment/foundation managers
> Energy managers
> Enhanced domestic indexed bond managers
> Enhanced domestic indexed equity managers
> Enhanced international indexed equity managers
> Hedge fund managers
> High-yield bond managers
> Infrastructure fund managers
> Mezzanine debt mangers
> Mortgage (whole loan) managers
> Passive domestic indexed bond managers
> Passive domestic indexed equity managers
> Passive international indexed securities managers
> Private equity managers
> Privately placed debt managers
> Real estate equity managers
> REIT managers
> Stable value managers
> Treasury inflation-protected securities managers
> Venture capital managers
^ Average asset mixes
^ Growth in tax-exempt assets managed by the top 100 firms
^ Growth of distressed debt
^ Growth of private equity
^ Growth of U.S. institutional, tax-exempt assets of the top 500 managers
^ Growth of worldwide hedge fund assets
^ Growth of worldwide institutional assets of the top 500 managers
^ Manager statistics at a glance
View Special Report Index
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.
