Executive Summary

European Institutions Double Down on ESG and Private Markets with Eyes on AI

Institutional investors in Europe are transforming their investment processes and portfolios by further integrating sustainability, expanding allocations to private markets and looking forward to the future applications of artificial intelligence (AI). This report presents the results of the 25th annual Coalition Greenwich Continental European Institutional Investors Study.

Methodology

Throughout 2023, Coalition Greenwich conducted in-depth interviews with 376 key decision-makers at the largest continental European institutional investors. Institutions included continental European corporate, public, and industry-wide defined benefit, defined-contribution and hybrid pension funds, banks (including Sparkassen in Germany), foundations and churches, insurance and reinsurance companies, sovereign pension reserve funds, and other non-pension institutional investors, including official institutions, central banks, monetary authorities, sovereign wealth funds, and supranationals.

For all markets, interviewed institutional investors have externally managed assets of over €100 million. This includes larger markets such as Germany, Netherlands, Switzerland, and France and smaller markets such as the Nordics, Italy, Iberia, Belgium, Austria, and Ireland. Total assets captured in our continental European research are just over €5.5 trillion.