The report will enable subscribers to:

Optimize Marketing
Focus marketing outreach on the messages that resonate most with your target audience

Track Competitors
Benchmark performance against your key competitors to improve positioning

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

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, enhanced indexing, and pension risk transfer (PRT) options
• Aided awareness and consideration of and familiarity with 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
• Number of incumbent managers likely to award more business to or reduce business to
• Importance of ESG and Diversity, Equity and Inclusion (DE&I)
• 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, fixed income and alternatives providers
• Aided consideration of asset managers by asset class
• Perceptions of leading broad asset managers across 15 brand attributes
• Print, online and social media consumption
• Brand engagement across 11 outreach channels
• Most effective communication methods for learning about new asset managers, selecting new asset managers vs. keeping up-to-date with current managers
• Topics and content from asset managers of most interest
• Sources of information when considering asset class shifts for the institutional portfolio
• 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