In 2023, Coalition Greenwich conducted a study with institutional investors to assess the latest trends in OCIO usage. Globally, we interviewed over 1,400 institutional investors regarding their use of OCIO and spoke with a subset of 257 for more in...

Asset managers around the world have worked to integrate ESG and sustainable investing practices into their investment processes, but noticeable differences persist across regions. While the employment of ESG in portfolios continues apace in Europe...

In the asset management landscape, creating a superior client journey is paramount for institutional clients. Coalition Greenwich client experience research in 2023 aims to help asset managers define best practices and avoid pitfalls by examining...

The world of asset management is undergoing a seismic shift, and at the heart of this transformation is artificial intelligence (AI). Last month, Coalition Greenwich conducted a study with 99 large asset managers globally that reveals how AI is...

Institutional investors in Europe and Asia are at the forefront of adopting environmental, social, and governance (ESG) investment strategies, while North America lags behind, according to the Coalition Greenwich Voice of Client – 2022 Global...

Faced with persistent inflation and continuing market volatility, Canadian institutional asset owners are rebalancing their portfolios away from traditional equities and fixed income in favor of private markets, according to the Coalition Greenwich...

The challenges posed by persistent inflation and elevated volatility are prompting U.S. institutional asset managers to rebalance both their portfolios and their priorities, according to the Coalition Greenwich 2022 U.S. Institutional Investors...

Interest in private markets hasn’t slowed down. Our data-driven insights based on feedback from asset owners in the United States show that, despite signs of a slowdown in fundraising, private investments are expected to again claim the most...

Investors Are Seeking New Differentiators Thought leadership is easily and often recognized as a “nice to have” value-add. Half of U.S. investors in a recent Coalition Greenwich study identified it as a key contributor to a best-in-class brand,...

From surging inflation and rising rates to the war in Ukraine, U.S. endowments, foundations and healthcare investors face a challenging investment landscape with complex macroeconomic conditions. Historic market drawdowns and mounting macro risks...