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Planned (Target) Allocation Shifts - 2016 United States Institutional Investors

19 January 2017
Shifts in allocations vary dramatically by product category and channel. About 27% of corporate investors expect to significantly increase allocations over the next three years to U.S. fixed-income active investments.

Defined Contribution - 2016 United States Institutional Investors

19 January 2017
Corporate DC plans decreased allocations for active U.S. and international equities.

Market Overview - 2016 Canadian Institutional Investors

11 January 2017
Despite a volatile year in the markets, Canadian plans improved funding levels, but appear to be more focused on managing risk going forward. Managers are focusing more on outcome oriented strategies to address the shifting needs of institutional...

Asset Allocation - 2016 Canadian Institutional Investors

11 January 2017
Canadian equity allocations continue their decline in portfolio allocations in favor of non-domestic equities and alternatives, particularly among larger investors.

Fees Paid - 2016 Canadian Institutional Investors

11 January 2017
Fees remained largely stable in 2016 for Active Canadian Equity Managers, Active U.S. Equity Managers, Active Int'l/EAFE Equity Managers, Active Canadian Fixed Income Managers.

Investor Situations and Needs - 2016 Canadian Institutional Investors

11 January 2017
Overall usage of consultants for traditional advice and manager selection services declined again in 2016 as smaller funds continue to outsource.

Manager and Product Demand - 2016 Canadian Institutional Investors

11 January 2017
Overall expected hiring increased again with almost a third of Canadian institutional investors expecting to hire in 2017 driven primarily by new mandates rather than replacement searches.

New Business Development - 2016 Canadian Institutional Investors

11 January 2017
Managers are starting to utilize next generation segmentation approaches which move beyond demographic characteristics, focusing instead on client needs and behaviors.

Planned (Target) Allocation Shifts - 2016 Canadian Institutional Investors

11 January 2017
Allocations to alternatives and real assets will continue to rise over the next 3 years at the expense of Canadian equities, with large plans leading the charge.

Top Market Structure Trends to Watch in 2017

3 January 2017 By: Kevin McPartland
2016 will go down as the Year of the Unexpected, as Brexit, Trump and the Chicago Cubs upended “likely outcomes.”

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