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Surveys & research

Lou Maiuri, State Street

Investors find sustainable value through ESG, says State Street

Tue, 28/03/2017 - 13:31

Traditional obstacles to environmental, social and governance (ESG) investing are fading, while one significant barrier remains – a lack of transparent, standardised and quality data, according to a global survey of institutional and retail investors sponsored by State Street Corporation. »

David Giunta, Natixis Global Asset Management

Investors rewarded for risk-taking in 2016 despite volatile first half

Tue, 28/03/2017 - 09:04

A volatile first half that began with the worst start for the Standard & Poor’s 500 since 1928 and concluded with the UK’s Brexit referendum favoured portfolio diversification during that period, but US investors who owned more higher-risk assets ultimately outperformed their peers during 2016, according to the Natixis Portfolio Clarity US Trends Report. »

Michael de Verteuil, Linedata

Asset managers have socio-economic and political concerns

Tue, 28/03/2017 - 08:56

Social and geopolitical turbulence across Europe and North America are concerns for global asset managers, according to the 2017 Linedata Global Asset Management & Administration Survey. »

Mark Pugh, PwC

UK asset and wealth managers optimistic but costs continue to rise, says survey

Mon, 27/03/2017 - 09:08

UK asset and wealth managers returned to optimism in the first quarter of 2017, following a period of intense pessimism throughout 2016, according to the latest CBI/PwC Financial Services Survey. »

Craig Bridgewater, KPMG

KPMG survey reveals the impact of technology

Fri, 24/03/2017 - 14:00

To investigate the extent to which technology is disrupting the financial services sector, KPMG recently partnered with the Alternative Investment Management Association (AIMA) and the Managed Funds Association (MFA) to determine how managers are responding.  »

US equity passive fund inflows down USD1 billion in February

US equity passive fund inflows down USD1 billion in February

Mon, 20/03/2017 - 08:50

Investors put USD29.1 billion into US equity passive funds in February, down from USD30.6 billion in January 2017. »

Brenda Lyons, State Street

Financial institutions increasing investment in compliance and data management

Mon, 20/03/2017 - 08:45

New global regulations and volatile market liquidity are prompting more than half (56 per cent) of asset managers and asset owners to increase their technology and operational capabilities over the next year to manage financial and other data to meet regulatory compliance deadlines. »

Paul Smith, CFA Institute

Investment professionals increasingly concerned about negative impact of geopolitical risks, says survey

Wed, 15/03/2017 - 10:08

Concern about the impact of geopolitical risk in the investment profession has grown since the UK’s decision to leave the European Union in July 2016, according to a poll of almost 1,500 investment professionals from around the world by the CFA Institute. »

Chris Jackson, Natixis

Institutional investors embrace risk in pursuit of better returns and yield

Tue, 14/03/2017 - 12:42

Faced with volatility, greater risks and still-low yields, institutional investors are raising their exposure to higher-risk assets in pursuit of better returns, according to an international survey of institutional investors published by Natixis Global Asset Management. »

Kathryn Saklatvala, bfinance

Competition for private debt deals never higher

Mon, 13/03/2017 - 10:08

Competition for private debt deals has never been higher with a record amount of dry powder in 2016 despite reduced fundraising, according to a report by bfinance. »

US focused products attract attention of US institutional investors

US focused products attract attention of US institutional investors

Mon, 13/03/2017 - 09:04

A majority of the top 20 products reviewed by institutional investors and consultants in the US had a US geographic focus in February, according to the eVestment Advantage Viewership Report. »

Alina Lamy, Morningstar

Investors turn to fixed income and money market in 2016, says Morningstar

Wed, 08/03/2017 - 08:36

Worldwide mutual fund and ETF asset flows decreased to USD728 billion in 2016 from USD1 trillion in 2015, signalling slowing demand for global markets. »

Graham Vidler, PLSA

Bold thinking on consolidation needed, says PLSA DB taskforce

Tue, 07/03/2017 - 10:18

Consolidation into new superfunds could tackle the issues which place an unacceptable, and mostly unrecognised, risk on scheme members, according to a report by the Pensions and Lifetime Savings Association’s (PLSA) Defined Benefit (DB) Taskforce.  »

Luba Nikulina, Willis Towers Watson

Demand for greater sophistication drives return-seeking and diversifying strategies, says Willis Towers Watson

Thu, 02/03/2017 - 13:01

Willis Towers Watson’s institutional clients – which include pension funds, sovereign wealth funds, endowments, foundations and insurance companies – increased their levels of investment by almost 20 per cent in 2016, with USD71.7 billion invested across different asset classes, and covering allocations made on both an advisory and delegated basis. »

Institutional assets flow into ETFs

Wed, 01/03/2017 - 13:54

A new report from Greenwich Associates finds that institutional assets are flowing into ETFs as US institutions integrate ETFs into essential functions ranging from risk management and liquidity enhancement to the generation of income and yield in a challenging interest-rate environment.   »

Robert Leonard, Credit Suisse

Investors forecast 3.5 per cent increase in hedge fund inflows in 2017

Wed, 01/03/2017 - 07:55

Overall sentiment is positive for hedge fund industry growth with investors forecasting a 3.5 per cent increase in new inflows during 2017, according to the ninth annual Credit Suisse Hedge Fund Investor Survey. »

Ali Masarwah, Morningstar

Reflation trade grabs the minds of European fund buyers in January

Tue, 28/02/2017 - 09:05

Sales of long-term funds in Europe picked up markedly in January as the so-called reflation trade gained traction in capital markets worldwide. »

Julian Korek, Duff & Phelps

Survey finds recent financial regulation has had little impact

Mon, 27/02/2017 - 14:21

Financial regulation has done little or nothing to improve stability in the financial services market, according to senior financial services professionals polled by valuation and corporate finance advisor, Duff & Phelps. »

DC pension provision comes of age, says Willis Towers Watson

DC pension provision comes of age, says Willis Towers Watson

Mon, 27/02/2017 - 09:54

Defined contribution (DC) pensions have quickly established themselves in recent years as the new normal for Britain’s biggest companies and their employees, research from Willis Towers Watson shows. »

Andy Nybo, TABB Group

Growth in US listed options hinges on sustained market volatility, says TABB

Fri, 24/02/2017 - 09:02

Total volume in the US options market reached 4.06 billion contracts in 2016, a 1.9 per cent decline from 2015.  »

Lou Maiuri, State Street

The ‘three Is of data’ financial firms need to address

Thu, 23/02/2017 - 12:34

State Street Corporation has identified three elements leaders in financial services will need in order to excel in the new digital era, which it calls the “three Is of data” – integration, integrity and intelligence. »

Andrew Moylan, Preqin

Investors diversify alternative assets exposure

Thu, 23/02/2017 - 08:40

Institutional investors are looking for exposure to an ever-widening range of alternative asset classes, with half now holding allocations to three or more, according to Preqin’s H1 2017 Investor Outlook: Alternative Assets. »

Valerie Bogard, TABB

Alpha capture to gain momentum, says TABB Group

Wed, 22/02/2017 - 08:46

As alpha capture has become an accepted and essential practice at top tier European banks, it is also evolving in how it operates within the larger compliance and surveillance framework. »

Luke Hildyard, PLSA

‘Human capital’ single biggest source of ESG risk

Tue, 21/02/2017 - 08:37

The Pensions and Lifetime Savings Association (PLSA) has released its newly commissioned study into the environmental, social and governance (ESG) risks facing members of default funds offered by defined contribution (DC) pension schemes in the UK. »

Mark Pugh, PwC

CEO confidence high but slow adoption of tech change could threaten growth

Mon, 20/02/2017 - 08:14

Confidence in the 12 month and three year outlook for revenue growth in asset and wealth management has grown again, with almost two thirds (64 per cent) of industry leaders planning recruitment, a survey shows. »

Steve Balet, FTI Consulting

Shareholder activism on the increase in 2016, says FTI Consulting

Wed, 15/02/2017 - 14:14

FTI Consulting has published an update to its interactive Global Shareholder Activism Map, which shows that shareholder activism gained momentum and geographic breadth in 2016.  »

Rich Carson, Cambridge Associates

Traditional performance benchmarks to fall short as PE evolves, says CA

Fri, 10/02/2017 - 09:03

Fund-level benchmarks, which institutional investors have relied on for decades to evaluate private equity managers and opportunities, no longer provide a complete picture, according to investment firm Cambridge Associates (CA). »

Vicki Elliott, Mercer

Financial services sector projects modest salary increases

Thu, 09/02/2017 - 13:48

Salary increases are set to be modest in 2017 as financial services companies worldwide feel the impact of slow economic growth, low inflation as well as continued low interest rates, according to the latest data from Mercer. »

Luke Davis, IW Capital

Nearly three quarters of UK investors lack faith in Theresa May

Thu, 09/02/2017 - 10:34

Nearly half of UK investors are positive about Brexit, although two fifths are fearful of Trump and 73 per cent lack faith in Prime Minister Theresa May, according to research carried out by IW Capital. »

Equity investments attracting US institutional investors, says eVestment

Equity investments attracting US institutional investors, says eVestment

Thu, 09/02/2017 - 10:11

Institutional investors and consultants in the US and around the world have a strong interest in equity investments, with 18 of the top 20 institutional investment products reviewed on the eVestment database by US-based users in January falling into that category. »

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