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 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
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
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 2022
Publication: March 2023
Virtual or in-person strategy session: Scheduling beginning April 2023
Deliverables: