2014 ops and comp survey results

Laying a foundation for your firm’s strategy 2014 Operations & Compensation Survey Results

Copyright © 2014 Advent Software, Inc. All rights reserved.

This periodic survey is conducted by the Advent Users Group (AUG), an independent networking organization for clients of Advent Software to find, connect, and engage personally with users like themselves through a variety of member services. Alongside the AUG, Advent Software and the Investment Advisor Association (IAA) co-sponsored the 2014 survey in which 146 firms participated. The results represent one of the most comprehensive sets of industry metrics available.

This communication is provided by Advent Software, Inc. (“Advent”) for informational purposes only and does not constitute advice, legal or otherwise, on any matter whatsoever discussed herein. Advent shall have no liability in connection with this communication or any reliance thereon. Advent and the ADVENT logo are registered trademarks of Advent Software, Inc. All other products or services mentioned herein are trademarks of their respective companies. Information subject to change without notice.


Advent Users Group


Whatever your priorities are for next year, insight into the behavior of other investment firms can be vital in making good choices.

Here are a few selected findings from the survey.



Firms in this year’s survey revealed median asset growth of a remarkable 19.4% over last year.

+19.4%


AUM

On average, firms reported inflows accounting for 21% of total assets under management.

Gross Assets Gained

Net new assets

Gross assets lost 9.8%

11.5%

21.3%

Asset Flows in 2013 Average % of AUM


Financials

Median revenue rose by 14.6% from last year.

All firms saw revenue increases of 10% or more.

Revenue Increase in 2013 1 Year % ∆

14.6%

23.8%

14.6% 12.2% 13.1% 13.4%

All XL L M S XS

Firm Size


Compensation

82% of individuals* saw their compensation rise, compared to just 70% last year.

82%

* Excluding new hires


Social Media

Almost half this year’s survey participants say their firm now has a social media presence.

In most cases, social media means LinkedIn.

Learn more about these and other industry trends in our upcoming webinar.



Use the insights to help lay a foundation for your firm’s strategy.


View the recorded webinar discussing the 2014 Survey of the Asset Management Industry Click here.

http://info.adventsoftware.com/US_15Q1_OpsComps_Slideshare_LP

2014 ops and comp survey results

Economy & Finance

clients of advent software

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firms strategyslide

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