US Institutional Investor Brandscape
Identifying key trends in investment strategy and asset manager selection, use and loyalty
US Institutional Investor Brandscape
Identifying key trends in investment strategy and asset manager selection, use and loyalty
US Institutional Investor Brandscape examines the behaviors and attitudes of senior investment professionals who oversee DB pensions 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: Most valuable asset manager website features and most interesting content/topics from asset managers
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
Economic Outlook
Current/Future Investment Strategy Trends
Asset Manager Selection Process
Brand Equity and Brand Differentiation
Evaluation of Asset Managers
Survey fielded: October–December 2023
Publication: March 2024
Virtual or in-person strategy session: Scheduling beginning April 2024
Deliverables: