Investment Management Survey
IMS cover 2022

Investment Management in the UK 2021-2022

The Investment Association Annual Survey
Investment Management Survey 2021-22 Chapter 1

Chapter 1

UK Investment Management Industry: A Global Centre
Investment Management Survey 2021-22 Chapter 2

Chapter 2

Key themes in a more uncertain world
Investment Management Survey 2021-22 Chapter 3

Chapter 3

Trends in client assets and allocation
Investment Management Survey 2021-22 Chapter 6

Chapter 6

Operational and structural issues
Hear from the team
Our Market Insight Manager Sarah Shehabi tells us about the key statistics from the latest Investment Management Survey for 2021 – our assessment of the state of the UK investment management industry.
Sarah Shehabi, Market Insight Manager
Our Director of Market Insight & Fund Sectors Miranda Seath tells us more about why we are seeing a rise in funds under management with responsible investment criteria.
Miranda Seath, Director of Market Insight & Fund Sectors
Our Research Analyst Evan Grace Frenkel tells us about the long-term trends in global equity allocation, a standout trend from this year’s survey.

Evan Grace Frenkel, Research Analyst
Our Research Analyst, Evan Grace Frenkel tells us about the types of clients our industry serves.
Evan Grace Frenkel, Research Analyst

Key figures

Previous Surveys

Asset Management Survey 2020-2021
published in September 2021

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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