INNOVATIONS IN IMPLEMENTATION
2018 Asset Owner Survey
September 2018
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Asset Owner Survey 2018 Download

Investors’ needs are changing.
In mid-2018, 485 investors around the globe with assets approaching USD$8 trillion participated in a study on investment and organisational strategies.
IN THIS PAPER

Innovation: asset owners have added new asset classes, increased their allocations to private markets, improved diversification, overhauled risk management, built up investment teams and introduced new ESG policies. Yet there are disconnects between allocation and implementation, as illustrated by the substantial proportion of investors below target weights in certain asset classes.
Efficiency: only 27% of investors are spending more than they did three years ago. In total, 41% are spending less overall as a percentage of assets and 51% have managed to cut total external manager fees. Equities lead the charge, but this is certainly not an equity-only story: savings are evident across a range of asset classes.
WHY DOWNLOAD?

This study reveals something rather surprising. Although the average investor has transitioned to a more complex portfolio, featuring greater use of non-traditional (and typically more costly) asset classes, they have achieved savings which more than outweigh those additional expenses.
Furthermore, those savings are not necessarily coming from strategic shifts such as passive management or insourcing. Fee renegotiation, mandate consolidation, external benchmarking and transaction cost analysis are high on the list of belt-tightening tactics.
If you would like to request more detailed analysis of results, including country-specific insight, please do get in touch directly with the bfinance team.
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États-Unis, Chicago
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Chicago
IL 60607
Téléphone: (312) 829-4353
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Canada, Montréal
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Suite 2200, Montreal
Québec H3B 4W8
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Email: info@bfinance.com
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Canada, Toronto
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Suite 2500, Toronto
Ontario M5J 0B8
Téléphone: +1 (416) 560-7275
Email: info@bfinance.com
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États-Unis, Chicago
220 North Green Street
Chicago
IL 60607
Téléphone: (312) 829-4353
Email: info@bfinance.com
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Canada, Montréal
1250 Rene Levesque Boulevard West
Suite 2200, Montreal
Québec H3B 4W8
Téléphone: +1 450 902-4965
Email: info@bfinance.com
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Canada, Toronto
88 Queens Quay West
Suite 2500, Toronto
Ontario M5J 0B8
Téléphone: +1 (416) 560-7275
Email: info@bfinance.com
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Royaume-Uni
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EC4R 1BN
Téléphone: +44 20 7747 8600
Fax: +44 20 7747 8600
Email: info@bfinance.com
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Allemagne
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Fax: +49 89 55 29 59 00
Email: info@bfinance.com
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France
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75016 Paris
Téléphone: +33 1 45 02 64 00
Fax: +33 1 45 02 64 01
Email: info@bfinance.com
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Pays-Bas
Symphony building
Gustav Mahlerplein 3-115, 26th Fl
1082 MS Amsterdam
Téléphone: +31(0)20 794 61 00
Email: info@bfinance.com
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Royaume-Uni
36 Queen Street, London
EC4R 1BN
Téléphone: +44 20 7747 8600
Fax: +44 20 7747 8600
Email: info@bfinance.com
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Allemagne
Theresienstraße 1
80333 Munich
Téléphone: +49 89 55 29 59 00
Fax: +49 89 55 29 59 00
Email: info@bfinance.com
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France
49, Avenue d'Iéna
75016 Paris
Téléphone: +33 1 45 02 64 00
Fax: +33 1 45 02 64 01
Email: info@bfinance.com
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Pays-Bas
Symphony building
Gustav Mahlerplein 3-115, 26th Fl
1082 MS Amsterdam
Téléphone: +31(0)20 794 61 00
Email: info@bfinance.com
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Australie
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NSW 2000
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Chine
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Téléphone: +852 3953 7874
Email: info@bfinance.com
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Australie
Level 8, 99 Elizabeth Street, Sydney
NSW 2000
Téléphone: +61 (0)2 8052 3930
Email: info@bfinance.com
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Chine
Level 20, Infinitus Plaza,
199 Des Voeux Road Central, Sheung Wan
Téléphone: +852 3953 7874
Email: info@bfinance.com