Research

Convergence Q1 2025 Asset Management Industry Research Report is a must-read for sales, client management, compliance, investor relations, investment banking and risk management that want to dig deeply into the details driving the challenges, opportunities and risks shaping today’s asset management industry. It’s also a great tool for students evaluating job opportunities in the different segments of the asset management industry.

The research contains key data-driven insights into the trends reshaping Asset Managers, Fund Administrators, Auditors, Prime Brokers, Custodians, Compliance and Fintech companies that they can use to sharpen and supplement their current and future thinking about today’s industry.

The key insights provided come from Convergence analysts and leaders who drove the functions at leading firms in the asset management industry.

Analyze alternatives growth, monitor and track existing service provider relationships, understand the frequency of regulatory enforcements and audits, conduct competitive analysis and decompose adviser staffing and outsourcing trends.

Research

Choose Your Industry Research

  • Asset Manager Industry Research and Key Insights Report

    You will discover how asset managers are organizing themselves to capture the massive asset growth opportunities available as investors continue to access private markets. Our proprietary data-driven insights identify the managers producing and distributing private market returns and those that are trying to do both. The report also provides prior growth rates by type and size of asset managers and funds, insights into the outsourcing decisions made by managers, insights into staffing and productivity trends, insights into the amount and type of operational risk that is building in the industry and merger and acquisition trends. Our special section on the use of sub-advisers, other business activities and real and imagined compliance risks should be read by every CEO, CFO, COO and CCO in the industry as you consider your growth plans. And our 2025-2028 projected private fund and asset growth rates over the next three years by type and size of fund tells you where we think “the growth puck is moving.”

    $2,500

  • Third Party Fund Administration Industry Research and Key Insights Report

    The Fund Administration industry is being reshaped by the challenges and opportunities faced by their asset manager and investor clients. You will discover how the Fund Administration industry is reorganizing and growing to respond to and capitalize on opportunities and challenges faced by asset managers. Key data-driven insights include outsourcing decisions made by managers, the volume and impact of mergers and acquisitions and the amount and type of operational risk that Fund Administrators are taking on from their clients.  Get the truest picture of macro and micro growth trends from our 9 proprietary factors that provide key business intelligence on how the industry and its participants are growing, which can reveal challenges hidden by appreciating assets. And our 2025-2028 projected private fund and asset growth rates over the next three years by type and size of fund tells you where we think “the growth puck is moving.”

    $2,500

  • Fund Auditor Research and Key Insights Report

    The Fund Audit industry is being reshaped by private equity investors taking equity stakes in audit firms, mergers and acquisitions, artificial intelligence and greater regulation. You will discover how the Fund Audit industry is reorganizing to capitalize on these opportunities, see the list of mergers and acquisitions and discover the growing list of regulations around audit quality. You will gain key insights into how the industry and its members are growing by evaluating the 9 proprietary growth factors we provide, which can reveal challenges hidden by appreciating assets. And our 2025-2028 projected private fund and asset growth rates over the next three years by type and size of fund tells you where we think “the growth puck is moving.”

    $2,500

  • Prime Broker Industry Research and Key Insights Report

    The Prime Brokerage industry is being reshaped by new products and services, artificial intelligence and greater competition for prime services from non-traditional FinTech companies. You will discover how the Prime Brokerage industry is reorganizing to respond to and capitalize on opportunities and get key insights into the decisions made by advisers to use a single or multi-prime model, which can be used to size market share in each sub-set. You will also get the truest picture of macro and micro growth trends from our 9 proprietary factors, which provide key business intelligence on how the industry and its participants are growing and can reveal challenges hidden by appreciating assets. And our 2025-2028 projected private fund and asset growth rates over the next three years by type and size of fund tells you where we think “the growth puck is moving.”

    $2,500

  • Fund Custody Industry Research and Key Insights Report

    The Custody industry after the collapse of Silicon Valley Bank and First Republic Bank is being reshaped by the new products and services needed by their clients, their geographic expansion and the use of artificial intelligence to reinvent the custody experience. You will discover how the Custody industry is reorganizing to respond to these challenges and get key insights into the decisions made by advisers to use a single or multi-custody models, which can be used to size the market share in each sub-set. You will also get the truest picture of macro and micro growth trends from our 9 proprietary factors, which provide key business intelligence on how the industry and its participant are growing and can reveal challenges hidden by appreciating assets. And our 2025-2028 projected private fund and asset growth rates over the next three years by type and size of fund tells you where we think “the growth puck is moving to.”

    $2,500

2024-2025 Complete Industry Research

$10,000

$0

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