The eighth iteration of this annual report focuses on the U.S. institutional landscape and the trends reshaping the industry. It also includes a high-level analysis of the Canadian institutional marketplace. Research examines evolving product demand across institutional client segments, and how asset managers can collaborate with asset owners to offer investment solutions, including active and passive products and vehicles, and collective investment trusts (CITs) that fit their needs. This report reveals how managers are serving the evolving needs of each institutional client segment (defined benefit, defined contribution, endowments and foundations, health and hospital systems, and insurance general accounts) and examines how asset managers organize their distribution and marketing teams to market product solutions to institutional clients.
Data included in this report was gathered from proprietary surveys and multiple interviews conducted with executives from asset managers, investment consultancies, and institutional investors. Survey participants included institutional sales executives at asset managers, investment consultants, and health and hospital investment professionals. A CIT survey was also conducted in partnership with the Coalition for Collective Investment Trusts.
Reasons To Purchase:
- Explore how major tax changes and provisions are affecting different types of institutional investors
- Gain insight into institutional vehicle use and the increased use and adoption of CITs and exchange-traded funds
- Review institutional market sizing and segmentation, with new data on endowments and foundations