2013 United States Institutional Investors Investor Portfolio Management Preferences
The majority of investors continue to prefer structuring portfolios by traditional asset classes vs. a risk bucket approach.
The majority of investors continue to prefer structuring portfolios by traditional asset classes vs. a risk bucket approach.
Corporate funds clearly intend to further de-risk portfolios, predicting increases to fixed income and decreases to equities.
In corporate DC plans, the proportion of assets in target date funds has nearly tripled since 2008.
The largest corporate plans lead the allocation out of U.S. equities.
Public pension plans and endowments and foundations have been and are expected to be most active in hiring of managers.
Shifts to specialty products are driving average fixed income fee levels upwards for the second consecutive year.
Trading volume in Foreign Exchange products increased across the globe in 2013.
Trading volume in Interest Rate Derivatievs products increased across the globe in 2013.
Trading volume in Interest Rate Derivatievs products increased across Asia in 2013.
Trading volume in Interest Rate Derivatievs products increased across Asia ex. JANZ in 2013.
Access timely info via personalized dashboard
Receive webinar invitations and set up your preference
Save Coalition Greenwich Research in a personal folder