Trends
Main problems commonly cited by institutions were underperformance and outcomes that differ from the intended result, according to the report.
Institutions have begun to reevaluate their investment in the world’s second largest economy as they weigh a multitude of factors related to either increasing or reducing their exposure, including geopolitics, diversification and market uncertainties.
Institutional investors indicated that rising rates and a recession will increase the importance of fixed-income within portfolios after years of low yields.
Institutional investor incorporation of ESG into investment decision-making processes was down year-over-year, however, foundations and endowments integrated ESG at the highest rate, according to a recent survey.
The managers are looking to drive continued inflows and be better positioned for the future through their performance, product development and regulatory compliance.
A major public pension in Canada aims to achieve a net-zero portfolio by 2050.
New rule allows plan fiduciaries to consider climate change and other environmental, social and governance factors.
The relative strength of the U.S. dollar in recent months has industry experts feeling it is an opportune time for some institutions to expose their portfolios to currency hedging.
Corporate and healthcare pension plan sponsors agree that combating inflation and rising interest rates are among the biggest risks to markets over the next year, according to a recent survey.
Private credit remains an attractive investment opportunity for institutional investors as manager hires remained consistent in the third quarter, FIN Searches data shows.
