
2014 United States Institutional Investors - Institutional Asset Allocation - Data
Investors shifted towards passive U.S. equities this year, but the commitment to active in other categories remains strong.
Investors shifted towards passive U.S. equities this year, but the commitment to active in other categories remains strong.
While funding levels remain the key issue, risk management increased in importance across both corporate and public funds.
Corporates are seeking to derisk and diversify while publics actively seeking returns to close persisting funding gaps.
Demand for global equity is expected to be strong next year along with U.S. equity and emerging markets.
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.
DB plans dominate both corporate and public plans, but DC plans are anticipated to make inroads with corporate plans over the next 10 years.
Use of “alternatives” continues to broaden as funds seek return and diversification benefits.
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...
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