Investment Consulting:
Providing Investment Advice to Institutional Clients

Recently Released!!!
Date Published: January 12, 2015
Summary Power Point Deck: 39 Slides
Reference Power Point Deck: 236 Slides

The purpose of this research is to provide readers with an initial understanding of the investment consulting market, which includes those consulting firms providing investment advice to institutional clients. Some of these firms are associated with broader investment firms (e.g., Russell Investments) while others are more aligned with strategic consulting firms (e.g., Mercer).

This research outlines the history of the investment consulting market, including the following phases: 

  • Emergence Phase
  • Early Growth Phase
  • Troubled & Retrenchment Phase
  • Renewed Growth & Maturation Phase

The research defines distinct markets:

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And the research makes several predictions for the investment consulting market, including:

  • Moderate Industry Growth
  • Continuing Growing Importance of Alternative Investments
  • Emergence of Socially Responsible Investing & Impact Investing
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