Non-Investment Alpha: The New Revenue Line Opportunity for Institutional Investors: Unlocking a fresh revenue stream from global securities class and collective actions

In Q4 of 2020, WBR Insights surveyed 70 CEOs, CFOs, Portfolio Managers, Principals and similar across companies with an AUM of USD $15 trillion and below in the APAC, EMEA, and North America regions, to find out about institutional investors securities class and collective action claims filing.

The report aims to gain a greater understanding of how institutional investors across the financial services industry, from sell-side banks and buy-side pension and mutual funds are charting their activity, performance, and knowledge of the securities class and collective action filing market.

The survey was conducted by appointment over the telephone. The results were compiled and anonymized by WBR Insights and are presented here with analysis and commentary from Battea contributors.