Escalent
Escalent
Cogent Syndicated

US Institutional Investor Brandscape examines the behaviors and attitudes of senior investment professionals who oversee DB pension and DC plans, endowments, foundations, tax-exempt organizations and insurance company general accounts. It covers overall trends in asset allocation and investment strategies, the variables that lead to selection, the current state of brand equity, differentiation and loyalty in this critical market.

NEW THIS YEAR: In-depth interviews with institutional consultants, OCIO providers, OCIO search firms and institutional investors, giving insight into the factors that most influence asset manager consideration and selection

Services provided to DC plan sponsors and participants
• Impact of fee disclosure regulations
• Number of plan providers typically recommended
• Number and type of investment options typically recommended
• QDIA option used most often
• Target date fund recommendation

Value

The report will enable subscribers to:

Boost Profitability
Identify growth segments in the institutional marketplace to boost profitability and grow market share

Track Competitors
Benchmark performance against your key competitors to improve positioning

Maximize Retention
Understand the elements that strengthen client satisfaction and promote loyalty

Methodology

  • Representative sample of 700 institutional investors with at least $100 million in institutional assets
  • Web-based survey

Areas of Inquiry

Future Asset Allocation

  • Expected changes in asset allocation
  • Drivers of asset allocation changes and desired outcomes by asset class
  • Projected use of specific types of alternative investments

Economic Outlook

  • Confidence in global economic stability and outlook for US economy

Current/Future Investment Strategy Trends

  • Current/future use of liability-driven investing (LDI), alternatives, outsourced CIO, ESG investing, and pension risk transfer (PRT) options
  • Reasons for/barriers against ESG investing
  • Aided awareness and consideration of and familiarity LDI, OCIO and PRT providers

Asset Manager Selection Process

  • Number of asset managers currently used and number likely to add during the next 12 months
  • Importance of ESG, Diversity, Equity and Inclusion
  • Influence of consultant recommendations on asset manager selection

Brand Equity and Brand Differentiation

  • Awareness and impression of and familiarity with 50 institutional asset managers
  • Unaided and aided consideration of leading asset managers
  • Unaided consideration of asset managers as active, passive, equity or fixed income providers
  • Aided consideration of asset managers by asset class
  • Perceptions of leading broad asset managers across 14 brand attributes
  • Print and online media consumption
  • Brand engagement across 12 outreach channels
  • Most effective communication methods for evaluating new asset managers vs. keeping up-to-date with current managers
  • Changes in communication with asset managers and consultants
  • Specific industry events (in-person or virtual) considered best-in-class

Evaluation of Asset Managers

  • Asset manager penetration
  • Loyalty to and satisfaction with asset managers across 15 metrics
  • Asset managers likely to drop in next 12 months and reasons for dropping

Subscription Details

Survey fielded: October–December 2022
Publication: March 2023
Virtual or in-person strategy session: Scheduling beginning April 2023

Deliverables:

  • Detailed report including a summary of findings and strategic implications
  • Custom strategy session/presentation designed to deliver actionable results and facilitate strategic planning
  • Custom data cuts and survey work by senior analysts

Investment: $45,000

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