Strategic Analysis
Generating a wealth of knowledge and cutting-edge insights to bring our clients clarity.
Our Strategic Analysis Group has an unrivaled understanding of the global investment management business. We create and execute original research to generate strategic market intelligence on retail and institutional markets worldwide. This puts us – and our clients – on the forefront of industry change and innovation. We perform proprietary research to advise clients on strategy and execution, provide solutions, and help them gain the greatest possible advantage from any transaction. We also release general research materials to inform and educate the industry and the public on trends across the Asset Management and Financial Technology industries.
White papers:
02/08
All Shook Up: M&A and Capital Markets Activity in Global Fund Management, 2007. Read PDF... 
12/07
After the Belle Époque: The Future of Fund Management. Read PDF...
08/07
The Long and Long-Short of It: M&A and IPO Activity in Global Fund Management, First Half 2007. Read PDF...
02/07
Rolling out the Red Carpet: A Blockbuster Year for Fund Management M&A, 2006. Read PDF...
02/06
Shake, Rattle, and Roll: Tectonic Realignment: M&A in the Global Asset Management Industry, 2005. Read PDF...
03/04
The Age of Scandal - M&A Activity in the Money Management Industry. Read PDF...
03/03
Giants Stumble, Predators Rumble - A Prospective Review of M&A Activity in the Money Management Industry. Read PDF...
12/02
Institutional or Institutionalized - Are Hedge Funds Crazy? Read PDF...
FinTech Universe: Indices & Insight
06/08
Monthly Update - June 2008 Access Universe...
All transactions, case studies, presentations and other banking activities prior to Jefferies' July 2007 acquisition of Putnam Lovell were represented by Putnam Lovell NBF Securities, Inc.
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