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Executive Summary

This report contains links to the data tables in excel format for the U.S. Institutional Investor Key Trends.

Methodology

Coalition Greenwich’s 54th annual research with U.S. Institutional Investors is based on in-depth interviews conducted between February and September 2025. Respondents include 698 decision makers at 573 of the largest institutional funds in the United States. These U.S.-based institutional investors include corporate, public, union, endowment and foundation funds among others, with investment pool assets greater than $150 million.