This primer is created by Primerli to help professionals with no prior industry experience learn the basics of the industry in under an hour. Learning about the asset management industry can be intimidating, especially if you do not have a finance background. It is a complicated world with lots of jargon. This primer will cover the fundamentals including: What are the investment products and services sold by asset management companies? What are the different customer segments? What other players are there in the asset management ecosystem? How do asset management firms make money? What does a typical organization look like in an asset management firm? What are the major trends shaping this industry?

Table of Contents

• Introduction
• Products and services
• Business model
• Customers
• Ecosystem
• Major trends
• Organization
• Wrap-up

Skills