Managing relationships is vital to the success of any organisation. This is especially so for institutional investors tasked with managing multiple relationships with asset managers as they increasingly outsource the investment function to third-party experts.

They say the key to long-lasting and successful relationships is the ability to withstand testing times and challenges. But some challenges appear insurmountable and go on to trigger a period of reflection and an eventual parting of the ways.

So what are the challenges that could place a strain on the relationship between an institutional investor and third-party asset manager? What would cause an organisation to review – and potentially ditch – a fund manager?

CoreData’s latest research report, based on a global survey of 117 institutional investors, shines light on this very question. And the findings are illuminating. . .