Asset Management

Sector journalism and trade press.

• Pensions & Investments $
  The institutional investing industry's trade pub of record.
• Institutional Investor $
  Industry rankings, allocator surveys.
• Ignites (FT Specialist) $
  US fund industry news from Financial Times.
• Funds Europe
  European asset management trade pub.
• ETF.com
  ETF industry news and screener.
• Morningstar Direct / Research $
  Fund research and ratings.
• Citywire
  Wealth management and fund news.

Membership bodies, advocacy, standards.

• ICI — Investment Company Institute
  US fund industry trade group; mutual funds and ETFs.
• CFA Institute
  CFA charter; investment professional standards.
• AIMA — Alternative Investment Management
  Hedge fund industry trade group.
• ILPA — Institutional Limited Partners
  PE/VC LP best practices and standards.
• Managed Funds Association (MFA)
  US hedge fund advocacy.
• PRI — Principles for Responsible Investment
  ESG investing framework signatories.

Where deals get done and announcements happen.

• Milken Global Conference
  Beverly Hills; major asset-management gathering.
• Berkshire Hathaway Annual Meeting
  Omaha; the value-investor pilgrimage.
• Sohn Investment Conference
  Hedge fund managers' best ideas, NYC.
• Morningstar Investment Conference
  Largest US fund industry event.
• SuperReturn
  Largest global PE conference; Berlin.
• Inside ETFs / Exchange (Schwab)
  Major US ETF industry conferences.

Sector-specialist analysts and data providers.

• Morningstar Direct $
  Fund and asset manager analytics platform.
• eVestment (Nasdaq) $
  Institutional asset manager search platform.
• Preqin $
  Alternative assets data — PE, hedge, real assets.
• PitchBook $
  Private capital data.
• Cerulli Associates $
  Asset management market research.
• ICI Fact Book
  Annual stats on the US fund industry.
• Coalition Greenwich $
  Institutional client benchmarking.

Agencies that govern the sector.

• SEC — Investment Management Division
  Mutual funds, ETFs, RIAs.
• FINRA
  Broker-dealer self-regulator.
• CFTC
  Derivatives, CTAs, CPOs.
• FCA — Financial Conduct Authority (UK)
  UK asset management regulator.
• ESMA — European Securities & Markets
  EU markets regulator; UCITS, AIFMD.
• DOL — ERISA
  Retirement plan fiduciary rules.

Bellwethers and notable executives.

• BlackRock
  Larry Fink, CEO. Largest asset manager (~$11.5T AUM).
• Vanguard
  Salim Ramji, CEO. Mutually-owned; ~$9T AUM.
• Fidelity Investments
  Abby Johnson, CEO. Privately held; $5T+ AUM.
• State Street Global Advisors
  Yie-Hsin Hung, CEO. SPDR ETFs; ~$4T AUM.
• JPMorgan Asset Management
  Mary Erdoes leads JPM Asset & Wealth.
• Capital Group
  Mike Gitlin, CEO. American Funds parent.
• PIMCO
  Manny Roman, CEO. Fixed income specialist; Allianz subsidiary.
• Invesco
  Andrew Schlossberg, CEO. Diversified asset manager.
• T. Rowe Price
  Rob Sharps, CEO. Active equity manager.
• Bridgewater Associates
  Nir Bar Dea, CEO. Largest hedge fund (~$120B AUM).
• Citadel
  Ken Griffin, CEO. Multi-strategy hedge fund.
• Apollo Global Management
  Marc Rowan, CEO. Alternative asset manager.
• Blackstone
  Steve Schwarzman, CEO. Largest alternative asset manager.
• KKR
  Joe Bae & Scott Nuttall, co-CEOs. Private equity pioneer.