The Voice of the Asset Owner

How institutions are navigating a challenging market

Explore how institutional asset owners are reassessing diversification and risk management strategies in the face of persistent inflation and market concentration. This Special Report, produced with Morningstar Indexes, draws on proprietary survey data and expert analysis to examine how investors are approaching private markets, ESG integration, and the adoption of artificial intelligence.

The report reveals the evolving priorities, regional differences, and practical challenges shaping global portfolios in 2026. It highlights the drivers behind increased allocations to private markets, shifting approaches to sustainability, and the operational impact of new technologies.

Gain perspective on how asset owners are responding to liquidity constraints, transparency concerns, and regulatory shifts. Discover where investors see the most compelling opportunities and the greatest risks in the year ahead, informed by exclusive insights from over 500 asset owners representing $20 trillion in AUM.

Download the Special Report