We strongly believe the human banker will remain the cornerstone of commercial and corporate banking relationships. Going forward, AI will make bankers more effective in their client interactions by customizing presentations, generating personalized insights and recommendations, and contributing to solutions tailored to individual clients.
Total U.S. institutional assets increased for the fifth consecutive year, this year appreciating by approximately 16%.
Asset allocation targets are expected to shift away from equities and towards fixed income and alternatives over the next three years.
Overall, fixed income allocations outweigh equities, but this can vary significantly by country: only 23% of UK assets are fixed income, compared to 51% in Italy and 72% in France.
New manager hiring is expected to remain robust in 2015.
Use of “alternatives” continues to broaden as funds seek return and diversification benefits.
Despite robust growth in institutional assets, institutional investors continue to face myriad challenges, ranging from challenged funding levels to market volatility to smaller, less experienced staffs.
Demand for global equity is expected to be strong next year along with U.S. equity and emerging markets.
Equity trading desk budgets remained flat in 2014.
With the exception of U.S. equity, fees appears to have stabilized and active non-Canadian fixed income increased driven by specialty mandates.
DB plans dominate both corporate and public plans, but DC plans are anticipated to make inroads with corporate plans over the next 10 years.
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