Credible asset owner surveys can be a useful source of insight for both investors and the asset managers/advisers that serve them. Their headline findings often tend to focus on expected changes to asset allocation, with researchers seeking to call out trends.
From the pages of the Financial Times and Reuters to the hallways of investment conferences, noise of an ‘ESG Backlash’ has echoed around the asset management industry through recent months.
An inflationary climate has created new challenges for foundations around the globe: with underlying projects seeking larger disbursements to cover their increased costs, there is a need for higher, stable, predictable income.
The 2023-4 period has brought new challenges for institutional investors, affecting both strategy and investment manager selection – the task of identifying the right products and the right partners at the right price. Head of Research, Olivier Cassin, shares his ‘top three’ trends affecting manager selectors in 2024.
Although two years have now passed since the Federal Reserve started rapidly hiking interest rates, the likelihood that your hedge fund manager will have a ‘hurdle rate’ for their performance fees has not changed.
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