From Private Markets to AI, a New Era in U.S. Institutional Asset Management

This report provides detailed information on the U.S. Institutional Investor key trends from challenges facing institutional investors to attributes impacting manager selection. Learn about thought leadership most-in-demand for asset owners, expected changes in private market asset manager rosters, differentiators when selecting ESG managers, and asset allocation.

Coalition Greenwich’s 52nd annual research with U.S. Institutional Investors is based on in-depth interviews conducted primarily through telephone interviews and online surveys, between February and November 2023.

Respondents include 708 individuals from 575 of the largest tax-exempt funds in the United States. These U.S.-based institutional investors are corporate, public, union, and endowment and foundation funds, with either pension or investment pool assets greater than $150 million.