Who is the report for: The report will aids investment managers in the 'chase' for contestable assets. The report, alongside the Rainmaker MarketPro Mandate Pipeline, provides the trends and history behind investment appointments, so that business development teams can better understand their opportunities in competitively positioning themselves for a mandate.
Market-wide indicators:
This provides an overview of contestable assets in Australia across superannuation funds, model portfolios, investment managers and government agencies. The report also showcases investment consultants' market share by funds under management (FUM) and asset class, net fund flows between asset classes, as well as investment mandate movements.
Mandate movements:
Managers winning the most mandates and FUM across asset classes, institutions awarding the most mandates as well as a review of asset consultants and their role in the mandate process by FUM, number of mandates and by investment manager.
Mandate pipelines:
Mandate opportunities from super funds, investment managers and government agencies, broken down by asset class, asset consultant, current investment manager and size of the funds being managed.
Mandate listing:
A review of the mandates appointed during each of the last four quarters.
Annual mandates movements by mandates and FUM: 2018 - 2024
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