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Participate in Ops & Comp

WONDER HOW YOUR FIRM RATES AMONG PEERS IN OPERATIONAL EFFICIENCY AND COMPENSATION AWARDED?

Consider participating in the 2018 edition of our survey!  We appreciate the firms whose survey responses were included in the results of the 2017 Asset Management Operations & Compensation Survey.  Survey results were published to those firms free of charge. 

 

WHAT PARTICIPATING FIRMS RECEIVE:

  • Tabulated results represented by over 100 charts to show operational metrics and compensation/benefits benchmarks on over 40 positions analyzed by AUM and geographic peer groups
  • 40-page white paper presenting results in the context of industry dynamics and highlighting emerging trends based on previous years' data
         

INTERESTED IN PURCHASING THE 2017 FULL RESULTS?  Click here for details.

SEE WHAT PAST SURVEY PARTICIPANTS SAY...

 


"...We are just finishing up with an SEC examination...Your survey should be a walk in the park in comparison – glad to do it." - 2015 Survey Respondent Firm
"I really appreciate your caution [handling confidential data file requests] and we are looking forward to participating again this year! You are doing an amazing job, by the way!" - Chairman of the Board and CEO, Multi-Year Survey Respondent Firm
"Thank you for including me in the annual survey.  I get a lot out of the process of preparing the data to participate and the compiled results that you produce at the end are excellent." - Managing Director, 2013 Survey Respondent Firm
"We have found the Asset Management Operations & Compensation Survey extremely helpful in benchmarking our firm’s operational performance.  It gives us highly useful metrics that allow us to evaluate our efficiency and identify areas of potential improvement.  The compensation component is the most helpful, however, as we are able to have higher levels of confidence when recruiting and retaining our team.  We can know that we are competitive in a demonstrable way; not just based on hearsay or conjecture.  Overall, the Survey is one of our most helpful and useful planning tools – it has tremendous value in our strategic planning." - Senior Portfolio Manager, 2010 Survey Respondent Firm     


Ops & Comp Survey Documentation

Item Name Posted By Date Posted
2017 Ops & Comp Survey - Selected Highlights PDF (961.1 KB) Administration 8/3/2017
Ops & Comp Survey Questionnaire PDF (986.86 KB)  more ] Administration 1/4/2017
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 DOCX (26.11 KB)  more ] Administration 1/4/2017
Ops & Comp - Meet the Author PDF (61.36 KB)  more ] Administration 1/4/2017
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