Identifying Key Trends in Investment Strategy and Asset Manager Selection, Usage and Loyalty
Institutional investors are a coveted audience, controlling billions of dollars in assets and pushing the envelope in investment management strategy. While they often turn to consultants when making decisions about selecting a firm to fulfill a particular mandate, institutional investors remain the ultimate decision-makers.
Understanding and leveraging the end-client perspective gives asset management firms a distinct advantage when new mandates are contemplated.
US Institutional Investor Brandscape® examines the behaviors and attitudes of senior investment professionals across defined benefit (DB) pension plans, and private and public foundations and endowments. The report covers overall trends in asset allocation and investment strategies, the variables that lead to selection, and the current state of brand equity, differentiation and loyalty in this critical market.
Identify growth segments in the institutional marketplace to boost profitability and grow market share
Benchmark performance against your key competitors to improve positioning
Understand the elements that strengthen client satisfaction and promote loyalty