Cogent Wealth Reports: Institutional Series
In Pursuit of the $1 Billion-Plus Investor

What's inside?

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

The nuances of $1 billion-plus institutions’ unique needs and behaviors are important for asset managers to understand as they develop and refine their strategies for cultivating this elite segment of the institutional

This research paper includes:

  • Current asset allocation and anticipated changes, and drivers to asset allocation modifications of institutions in this segment
  • Stated criteria for selecting asset managers
  • Identification of external managers

Download the White Paper!