US Institutional Investor Brandscape

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 400 institutional investors with at least $100M in institutional assets
- Corporate defined benefit pensions
- Public defined benefit pensions
- Taft-Hartley pensions
- Endowments
- Private foundations
- Public foundations
- Tax-exempt organizations
Web-based survey

Subscription Details

Survey fielded: October–November 2019
Publication: February 2020
On-site strategy session: March 2020

Deliverables:

Detailed report including a summary of findings and strategic implications
On-site strategy session, presentation designed to deliver actionable results and facilitate strategic planning
Custom data cuts and survey work by senior analysts
Customized “Beyond the Report” podcast available

Investment: $35,000

Areas of Inquiry

Future Asset Allocation

Expected changes in asset allocation
Drivers of asset allocation changes and desired outcomes by asset class

Current/Future Investment Strategy Trends

Expected portfolio return
Current/future use of and percent of portfolio allocation to liability-driven investing (LDI); multi-asset strategies; outsourced CIO multi-asset strategies; environmental, social and governance investing; pension risk transfer options (PRT); and quantitative/factor-based investing
Unaided and aided awareness and consideration of LDI, OCIO and PRT providers

Asset Manager Selection Process

Number of asset managers currently used and number likely to add over next 12 months
Importance of 17 specific metrics in selecting a new manager and in selecting the most recent asset manager hired

Brand Equity and Brand Differentiation

Top aspects of focus in assessing investment performance
Awareness and overall impression of 48 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 13 brand attributes
Brand engagement across 13 outreach channels
Most effective communication method, optimal frequency
Conference attendance and print and online publications used

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
Reasons for dropping asset managers

Percentage of AUM in DC plans
• Percentage of compensation from DC plans
• Number and size of plans managed

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