Other Institutions - Articles & White Papers

In its 22nd edition, How America Saves provides an in-depth examination of the retirement plan data of nearly 5 million defined contribution plan participants.

The Global Pension Assets Study estimates global pension fund assets across 22 major pension markets (the P22). These geographies now stand at US$55.7 trillion in pension assets and account for 69% of the GDP of these economies. The study, conducted by WTW and the Thinking Ahead Institute since the 1990s, includes an…

The financial resources, risk aversions, constraints, and objectives of participants in defined contribution plans are as varied as the people themselves. Because there is no uniform path to financial wellness for such a diverse population, plan sponsors should offer their participants a spectrum of solutions.

We examine the cross-border element of the CBDC design – and its geopolitical implications.

Welcome to Invesco’s Global Systematic Investing Study 2023. This year, we’ve refreshed the title of the annual factor investing study, to the Global Systematic Investing Study, reflecting the progression of quantitative investing over the past 7 years. Since its inception in 2016, the report has provided insights into…

In 2022, the amount of exchange-traded funds (ETFs) held by U.S. insurance companies in their general accounts dropped 23.5% (or USD 11.2 billion) to USD 36.6 billion.

In the initial analysis of U.S. and Canadian asset owners (endowments, foundations, SWFs, and pension funds), 13F filings were used to analyze ETF holdings and trends in these investments. In 2023, asset owner ETF AUM increased 22%, to USD 56 billion. Over the past 10 years, ETF usage has increased 4x, with most of that…

Explore our 2024 EQuilibrium survey on how 220 insurance companies and over 500 institutional investors view tactical choice in current macro environments.

Alongside continued fee pressure and unfavourable macroeconomic factors, client teams are gearing up for an eventful 2024. With Fixed Income and Alternatives leading the way in expected inflows, asset managers will be competing for assets in an industry that is consolidating at a rapid pace. The prevalent themes for 2024…

This project represents the most extensive independent study on donor advised funds to date. Thanks to the collective efforts of 111 DAF programs that voluntarily provided anonymized data to the research team, the dataset covers nine years of activity from more than 50,000 accounts, with over 600,000 inbound contributions to…

In January 2024, Brazil, Russia, India, China, and South Africa welcomed Egypt, Ethiopia, Iran, Saudi Arabia, and the UAE into the BRICS bloc. The expanded group is increasing its share of global wealth, challenging the world order, and establishing itself as a powerful rival to the G7 and other international institutions.…

This report aims to provide colour on the future direction of the asset management business. Its intended audience includes the senior management and marketing/sales planning staff of asset management companies and financial product distributors. Japanese asset management companies ended FY2022 (March 2023) with estimated…

Gen AI will transform the way the industry operates, but it is just one part of an integrated strategic approach to drive growth and build resiliency.

Understanding the non-financial impact of insurers' investments is an increasing concern for institutional investors.

Recent advances in data quality and access built this industry to its current state and further innovations in the aggregation and use of data will transform the investment business. Institutional investors of all types understand that data is a must have resource. Data remains not only the cost of entry but also a critical…

BlackRock's survey of 378 insurers representing $29 trillion in assets reflects four key themes that insurers are doing to navigate a new investment landscape.

A technological revolution, or evolution?

We explore the ways insurers can navigate the complex and ever-evolving private markets space.