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Institutional Investor Study 2019

Geopolitics and investor expectations

Schroders’ third annual Institutional Investor Study analyses the investment perspectives of 650 institutional investors, collectively responsible for $25.4 trillion in assets and from 20 locations across the world.

The Study provides a snapshot of some of the world’s largest investors’ key areas of focus and concern including the macroeconomic and geopolitical climate, return expectations, asset allocation and attitudes to private assets and sustainable investing.

Against an uncertain landscape, institutional investors are reaching out for customised solutions to meet their investment objectives

71%

institutional investors say their organisation is comfortable adopting new financial instruments or asset classes.

53%

institutional investors are looking for customised solutions as their needs cannot just be met by “off-the-shelf” products.

This drive toward customisation is further evidenced by the global importance attached to Liability Driven Investment (LDI)

Nearly half (48%) of global institutional investors agree that LDI is crucial to managing their investments

map of europe
North America

49%

Europe

51%

LDI plays the most important role for institutional investors in Europe and North America

The need for solutions is being driven by an increased appetite for risk management strategies, private assets and better access to diversified exposures.

  • Global
  • North America
  • Europe
  • Latin America
  • Asia-Pacific
  • Diversifying across asset classes & geographies
  • Increasing use of alternative investments
  • Currency hedging
  • Risk budgeting
  • Derivatives
  • Increasing allocations to fixed income
  • Managed volatility strategies
  • 82%
  • 52%
  • 44%
  • 42%
  • 38%
  • 35%
  • 32%
  • 86%
  • 61%
  • 37%
  • 39%
  • 36%
  • 39%
  • 33%
  • 85%
  • 52%
  • 48%
  • 41%
  • 40%
  • 27%
  • 29%
  • 70%
  • 20%
  • 46%
  • 48%
  • 42%
  • 60%
  • 32%
  • 77%
  • 53%
  • 47%
  • 45%
  • 38%
  • 35%
  • 35%

Schroders commissioned CoreData to conduct the third Institutional Investor Study to analyse the world’s largest investors’ key areas of focus and concern including the macroeconomic and geopolitical climate, return expectations, asset allocation and attitudes to private assets and investing. The respondent pool represents a spectrum of institutions, including pension funds, insurance companies, sovereign wealth funds, endowments and foundations managing approximately $25.4 trillion in assets. The research was carried out in May 2019. The 650 institutional respondents were split as follows: 175 in North America, 250 in Europe, 175 in Asia-Pacific and 50 in Latin America. Respondents were sourced from 20 different locations.

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