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Operations & Compensation Survey
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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. 




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.


“…we have a dynamic health care system in our state, and with current rules subject to change on very short notice, businesses and firms our size may be required to reevaluate health care plans within a short timeframe. This data is very helpful as we contemplate the costs associated with plan transition, and to give us insight into industry norms….” - 2015 Survey Respondent Firm
"The results are incredibly helpful.  We will make an effort to participate each year going forward. Really good information." - VP & CCO, Purchased 2013 Survey Results

"We have used the survey results extensively over the past 3 years and included it in our nationwide compensation survey last year." - 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   


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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