Global Asset Management Survey

The Performance Lens Global Asset Management Survey is the leading survey of its kind in asset management – with unrivaled coverage, data quality, and depth and 16 years of historical trend data. The survey helps participants assess their operational effectiveness versus relevant peers and identifies actions to improve growth and profitability.

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The Global Asset Management Survey covers over 300 participants globally, of which >100 in Europe representing 60% of AUM, and contains ~8,000 benchmarks. To maximize the value companies get from the benchmarking, we have built an interactive web application delivering enhanced access to the benchmark survey results and McKinsey industry insights as well as key data customization features.

Benefits

  • Largest global economic benchmark survey in the industry with the most comprehensive and comparable peer benchmarks to ensure accurate assessment of operating performance
  • New interactive web application delivers faster access to the benchmark survey results to better align with firms’ strategic planning and budgeting processes. Further, it provides executive-level synthesis, peer group customization features, intuitive navigation, and easy access to McKinsey’s industry insights to inform decision making



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Key features and methodology

  • Over 300 companies participating from around the world, representing $40T in total AUM which is 60% of the global market (>100 firms and 70% of AUM in US alone)
  • ~8,000 metrics tracking growth, flows, profitability, revenues, costs, FTEs and productivity (overall, by client domicile)
  • Survey analysis conducted regionally and aggregated globally, providing both regional and global peer group comparisons
  • Rigorous data review process conducted by an expert benchmarking team with >30 years of experience ensures comparable data across companies
  • New interactive web application improves the delivery and customization of benchmark results and enables easy access to McKinsey’s industry insights





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  • $40T
    TOTAL AUM
  • 60%
    OF GLOBAL AUM
  • 70%
    OF US AUM
  • >300
    SURVEY PARTICIPANTS
  • 16
    YEAR TRACK RECORD
  • ~8K
    BENCHMARKS
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