Investment Management Survey
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Investment Management in the UK 2020-2021

The Investment Association Annual Survey
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Chapter 1

UK Investment Management Industry: A Global Centre
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Chapter 2

Emerging from the pandemic: key themes for the UK industry
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Chapter 3

Trends in client assets and allocation
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Chapter 6 2021

Operational and structural issues
Hear from the team
Senior Analyst Sarah Shehabi tells us more the latest Investment Management Survey for 2020 – our assessment of the state of the UK investment management industry.
Sarah Shehabi, Senior Analyst
Our Head of Market Insight Miranda Seath tells us more about the growth in responsible investing in 2020, one of the standout trends from the Investment Management Survey.
Miranda Seath, Head of Market Insight
Our Head of Market Insight Miranda Seath tells us more global investment.

Miranda Seath, Head of Market Insight

Key figures

2019 IMS Key Figures chart

Previous Surveys

Asset Management Survey 2019-2020
published in September 2020

Asset Management Survey 2018-2019
published in September 2019

Asset Management Survey 2017-2018
published in September 2018

Asset Management Survey 2016-2017
published in September 2017

Asset Management Survey 2015-2016
published in September 2016

Asset Management Survey 2014-2015
published in September 2015

Asset Management Survey 2013-2014
published in September 2014

Asset Management Survey 2012-2013 
published in August 2013

Asset Management Survey 2011-2012
published in September 2012

Asset Management Survey 2010-2011
published in July 2011

Asset Management Survey 2009-2010
published in July 2010

Asset Management Survey 2008
published in July 2009

Asset Management Survey 2007
published in July 2008

Asset Management Survey 2006
published in July 2007

Asset Management Survey 2005
published in July 2006

Asset Management Survey 2004
published in May 2005

Asset Management Survey 2003
published in May 2004

Asset Management Survey 2002
published in April 2003

Asset Management Survey 2000
published in February 2001

Assets under Management

Each member firm has their total UK AUM figure requested twice annually:

  • As part of the annual Investment Association subscription call (as at the end of June)
  • As part of the Asset Management Survey (as at the end of December)

This figure covers all assets where the day-to-day management is undertaken by managers within the firm and based in the UK. By “managers” we mean the individuals who undertake discretionary asset management.

As such the focus is on the location of the manager, and not on the location of the client, the fund domicile or the relationship management.

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