Institutional Asset Managers

What are investors thinking? A survey of surveys

Polling the Institutional Investor Community

Although the challenges facing each type of institutional investor are not necessarily unique, their responses often are. Dive into this survey of surveys to see what investors are currently thinking.

The papers below are either from the standpoint of a specific institutional investor type (e.g. "Challenges and Opportunities Facing UK Pension Funds and Asset Managers") or covering the industry's view on a particular topic (such as 'EU Cash Reform'). Either way, a host of perspectives are covered on a myriad of topics. Enjoy! 

Savvy Investor

Institutional Investment Survey: Is short-term thinking on the rise? (Franklin Templeton, 2017)
(For compliance reasons, this paper is only accessible in certain geographies)
This report provides the findings from a global survey of 571 institutional investors about the ways in which changing market conditions are affecting investment horizons and portfolio allocation strategies.

Investor Sentiment Survey 2017: Challenges and Opportunities Facing UK Pension Funds and Asset Managers (PineBridge)
PineBridge Investments surveyed consultants, pensions, and asset management professionals to gauge their sentiment on topics such as investment preferences, macroeconomic risks, and asset-level views.

EMEA investor survey: balancing long-term liabilities with market opportunities (Franklin Templeton, 2017)
(For compliance reasons, this paper is only accessible in certain geographies)
A survey of senior institutional investors throughout the EMEA region discusses the impact of ecnonomic and political factors upon institutional investors’ strategic objectives, and the extent to which they are able to act tactically.

EU Cash Reform: Investor Survey (SSGA, 2017)
This report by State Street Global Advisors presents the findings of a recent survey of nearly 100 investors preparing themselves for upcoming European money market reforms.

The State Street Growth Readiness Indicator (Oct 2017)
Using data from State Street’s 2017 survey of more than 500 asset managers, asset owners and insurers, this interactive tool allows users to assess their objectives, capabilities and strategies for growth against their peers.

Insurer Survey 2017: Navigating 'Normalised Uncertainty' (AXA IM, June 2017)
This survey from AXA IM investigates how insurers are adapting in the face of difficult challenges such as low interest rates, geopolitical risk, demographic trends, and regulatory constraints.

FTSE 350 DB Pension Scheme Survey 2017 (Willis Towers Watson)
This 2017 Willis Towers Watson report discusses the impact of defined benefit pension schemes on company accounts (as at 31 December 2016) and how companies are managing their pensions risk.

2017 U.S. Defined Contribution Plan Sponsor Survey Findings (JP Morgan AM)
The evolution of Defined Contribution (DC) plans continues, with plan sponsors and their organizations transitioning from simply attracting and retaining employees - to helping employees reach a financially secure retirement.

Global Alternatives Survey 2017: the top manager rankings (Willis Towers Watson)
Section 1 of this survey by Willis Towers Watson delves into recent trends and activities in different alternative asset classes, while section 2 lists the Top 100 alternative asset managers by AuM around the world.

2017 EY Global Hedge Fund and Investor Survey (Nov 2017)
The fields of big data, AI, blockchain, and robotics are increasingly on the radar of the global hedge fund industry.  This EY survey explores how hedge funds will embrace technological innovation to ensure competitive advantage.

2017 Private Equity Survey (Callan Associates)
Callan's 2017 Private Equity Survey (of institutional investors with over $1.2 trillion in plan assets) examines the factors impacting institutional private equity implementation.

Prudential/PlanSponsor 2017 Executive Benefit Survey (Nov 2017)
This survey from Prudential and PlanSponsor magazine focuses on nonqualified deferred compensation plans (NQDCPs) and how effectively these plans are meeting the needs of sponsoring companies and employee participants.

Smart beta: 2017 global asset owner survey (FTSE Russell, 2017)
FTSE Russell’s survey of global asset owners focuses on key themes behind the adoption, evaluation, and implementation of smart beta, including smart sustainability and multi-factor indexing.

Alternative Asset Manager survey: the Race for Assets (BNY Mellon, Nov 2017)
In their exclusive survey of institutional investors and fund managers, BNY Mellon examines the drivers behind the alternative asset revolution.

Future Fund and Willis Towers Watson 2017 Asset Owner Study
Commissioned by the Australian sovereign wealth fund, this study compares best practices across leading asset owners with regards to benchmarks.

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