This report covers a wide array of topics on institutional investment management, including key challenges facing investors, funding levels and expected returns, attributes impacting manager selection, investor expectations around manager customization and private markets servicing, current and projected impact of ESG and DEI, consultant usage, OCIO adoption, current asset mix and expected allocation shifts, product demand, and more.
MethodologyCrisil Coalition Greenwich conducted in-depth interviews with 279 of the largest institutional funds in the United Kingdom for its 38th annual U.K. Institutional Investor research.
These institutional investors, comprising U.K. corporate funds, local authorities, and other institutional funds, each have over £75 million in total DB plan assets, DC plan assets, or other institutional assets.
During these interviews, senior fund professionals provided quantitative and qualitative evaluations of the investment and client service capabilities of their investment managers, as well as detailed information on key market trends.