5th Asset Management Operations & Compensation Survey Now Open for Response

Advent Users Group is pleased to announce the launch of the 2012 Asset Management Operations & Compensation Survey.  Aimed at highlighting emerging trends and providing benchmarking data that can help asset management executives make key decisions, the fifth edition promises to deliver another set of compelling results.  See what several respondents who leveraged participation in prior surveys have said: 

"The Operations & Compensation Survey provides extremely relevant insight into the inner workings of the Asset Management business. The survey addresses every key area of an Investment Adviser’s operation - enabling them to stay current on industry Best Practices and to keep pace with an ever-changing environment. We use the survey as a tool to measure ourselves against other industry participants, and to continually improve the Operations & Administrative infrastructure that is key to growing our business." - $3.0 billion Midwest Investment Advisor Firm

"Accurate compensation data for the RIA industry has always been hard to come by. Aside from the occasional broad surveys conducted every year or two by Schwab or FAInsight, there are few data points for us to either use or cross-check against. Having participated in the AUG survey since its initial survey of 25 firms, we’ve found it a helpful tool to calibrate our compensation with our peers. And with 136 participating firms this year – and hopefully with additional firms in the future – the survey data has become even more statistically helpful with compensation, benefit programs, and business metrics." - Partner & Director, 2010 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

To read the 2011 Survey Highlights and find out how to participate in the 2012 comprehensive industry study, click here.