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What's Inside?

This white paper is based on our US Institutional Investor Brandscape® report

There has been no shortage of news coverage on the shift of assets from actively managed to passively managed investments in the wealth
management industry. Yet at least one segment of the market continues to offer opportunity for active managers: the institutional market.

This research paper reviews:

  • How institutional investors remain resolute when anxiety is all around them but are also optimistic and welcoming to new ideas that further their mission
  • How actively managed equities continue to comprise the majority of institutional allocations
  • The percentage of institutional investors who are likely to increase or decrease their use of a particular asset class
  • The factors driving anticipated shifts in institutional asset allocation

Download the White Paper!