Investment Management Survey
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Investment Management in the UK 2019 -2020

The Investment Association Annual Survey
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Executive Summary 2020

Executive Summary
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Chapter 1 2020

UK Investment Management Industry: A Global Centre
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Chapter 2 2020

Lessons from 2020 and challenges ahead
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Chapter 3 2020

Trends in client assets and allocation
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Chapter 4 2020

UK institutional client market
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Chapter 6 2020

Operational and Structural Issues

Key figures

2019 IMS Key Figures chart

Previous Surveys

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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