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Operations & Compensation Survey
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BENEFIT FROM INSIGHTFUL INDUSTRY PERSPECTIVE 

The Asset Management Operations & Compensation Survey is a valuable study which highlights emerging trends and provides benchmarking data that can help asset management executives make key decisions. Conducted annually, the survey focuses on two areas of vital interest to financial services firms: their technology and their people. 

 

WANT A PEEK AT PRIOR SURVEY RESULTS?

 

The 2018 Selected Highlights demonstrate the scope of the survey and the depth of the analysis made available to the survey participants.  The topics surveyed include: Firm Characteristics, Investment Products & Packaging, Technology & Operations, and Benefits & Compensation. 


PURCHASE THE 2018 RESULTSclick here for details.

 

Thank you to SS&C Advent and the Investment Adviser Association for recognizing the value of this study and for their willingness to co-sponsor the survey.

 

 

Ops & Comp Survey Documentation

Item Name Posted By Date Posted
2018 Ops & Comp Survey - Selected Highlights PDF (382.36 KB) Administration 11/13/2018
Ops & Comp Survey Questionnaire PDF (790.19 KB)  more ] Administration 4/17/2018
Ops & Comp - Positions & Descriptions DOCX (31.54 KB)  more ] Administration 1/4/2017
Compensation Data Forms ZIP (3.87 MB)  more ] Administration 1/4/2017
Ops & Comp - Frequently Asked Questions PDF (289.59 KB)  more ] Administration 4/4/2018
Ops & Comp - Meet the Author PDF (61.36 KB)  more ] Administration 1/4/2017
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