North American Institutional Markets 2021
Inflation’s Impact on Return and Liability-Oriented Investors
Track Product- and Service-Level Demands
- Assess how asset owners are allocating to alternative investments
- Discover how the use of investment consultants is evolving among client segments
- Evaluate how asset owners are managing liabilities in a low-interest-rate environment
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This report focuses on trends in U.S. institutional markets and includes an analysis of the Canadian defined benefit marketplace. Research examines the needs of institutional asset owners across client segments, and how asset managers can collaborate with asset owners to offer investment solutions that fit their needs. This report reveals how managers are serving the evolving needs of each institutional client segment (defined benefit, endowments and foundations, health and hospital systems, and insurance general accounts). It also examines how asset managers organize their distribution and marketing teams to market products and solutions to institutional clients. Areas of focus include trends in investment vehicle use (particularly collective investment trusts), asset allocation trends, and uptake of active versus passive strategies.
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