2014 Canadian Institutional Investors - Planned (Target) Allocation Shifts - Data
Corporates are seeking to derisk and diversify while publics actively seeking returns to close persisting funding gaps.
Corporates are seeking to derisk and diversify while publics actively seeking returns to close persisting funding gaps.
Use of “alternatives” continues to broaden as funds seek return and diversification benefits.
Average fees paid increased in all asset classes, likely driven by the move towards specialty product categories.
Total U.S. institutional assets increased for the fifth consecutive year, this year appreciating by approximately 16%.
Strong equity markets buoyed DC equity allocations in 2014, while target date funds continue to grow.
Investors shifted towards passive U.S. equities this year, but the commitment to active in other categories remains strong.
Asset allocation targets are expected to shift away from equities and towards fixed income and alternatives over the next three years.
European insurance companies are adopting ETFs for a wide range of functions across their investment operations
Many global banks have pulled out or scaled back their coverage of Asian local currency bonds, leaving these fast growing markets largely in the hands of a few committed global banks like HSBC and Standard Chartered Bank and up-and-coming...
European pension funds are adopting ETFs into their investment portfolios for both strategic purposes, like obtaining core investment exposures, and tactical tasks.
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