Who is the report for: The report will help institutional investment managers 'chase' potential mandates. The report, alongside the RainmakerLive Mandate Pipeline, provide the trends and history behind mandate appointments, so that business development teams can understand their opportunities and assess how they can competitively position themselves for tender.
Market-wide indicators:
An overview of investment managers in Australia, the largest super funds by assets, investment consultants market share by FUM and asset class, net 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 and investment managers, 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 - 2023
A member of our team will be in touch shortly
