Cogent Reports: Institutional Investors Reveal Clues for Future Mandates

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Demand for active fixed income is on the rise in the institutional market, and PIMCO is not the only firm that’s poised to benefit. Although the fixed income powerhouse leads in consideration for fixed income among pensions, American Century and Franklin Templeton Investments are most likely to be considered for active fixed income by non-profit investors. These and other findings are included in US Institutional Investor Brandscape®, a Cogent Reports™ study by Market Strategies International-Morpace.

US fixed income, both actively and passively managed, continues to be in demand among pension investors, who are primarily focused on de-risking their portfolios. Yet interestingly, non-profits express substantial interest in actively managed US fixed income this year in their effort to achieve higher yield and capture tactical opportunities. In addition to fixed income, alternatives are attracting more interest from pensions this year than in the past, while non-profits report increasing interest in private equity.

“At a high level, institutional investors are drawn to asset managers with a history of strong investment performance, a roster of experienced investment team members and a perception of trustworthiness,” says Linda York, senior vice president of Market Strategies International-Morpace and author of the report. “When the opportunity to bid on a new institutional mandate arises, asset managers can effectively differentiate by highlighting their unique capabilities, touting successful aspects of their business, respectfully acknowledging their competitors and articulating how their own research and investment offerings are different and a better fit for their clients’ portfolio.”

Firms Most Likely to Be Considered for Specific Asset Classes

Among Pension Investors
Active US Fixed Income   Passive US Fixed Income   Alternatives
1. PIMCO 1. BlackRock 1. Oaktree Capital
2. BlackRock 2. iShares 2. Wellington Management
3. Goldman Sachs Asset
3. Vanguard 3 (tie). BMO Global Asset
3 (tie). AQR Capital Management
Among Non-Profit Investors
Private Equity   Alternatives   Active US Fixed Income
1. Commonfund 1. Blackstone 1. American Century
2. Blackstone 2. Commonfund 2. Franklin Templeton Investments
3. Morgan Stanley Investment
3. Goldman Sachs Asset

Source: Market Strategies International. Cogent ReportsTM. US Institutional Investor Brandscape®. February 2019.

About US Institutional Investor Brandscape®

Cogent Reports conducted an online survey from October 12 to November 30, 2018 among a representative cross section of 409 investors managing an aggregate total of $777 billion. In order to qualify for this study, survey participants were required to be managing institutional assets of at least $100 million and playing a direct role in the evaluation and selection of investments or asset managers within their organization. In determining the sampling frame for this study, Cogent Reports relied upon the Standard & Poor’s Money Market Directories (MMD) database of institutional investors. To ensure the population for this research was representative of the universe of institutional investors, strict quotas were established based on a nested classification of institutional investor category and size of assets. Minimal weighting was applied to adjust for purposeful deviations from the actual marketplace distribution. The data have a margin of error of ±4.85% at the 95% confidence level. Market Strategies-Morpace will supply the exact wording of any survey questions upon request.

About Market Strategies International-Morpace

Leading market research firms Market Strategies International and Morpace bring clients closer to their customers through exceptional insights, which includes deep expertise in financial services, specifically among wealth, banking, payments and insurance organizations. The firms specialize in brand, customer experience, product development and segmentation research, and are known for blending primary research with data from syndicated, benchmarking and self-funded studies to help clients succeed. The syndicated products, known as Cogent Reports, help clients understand the market environment, explore industry trends and monitor their brand within the competitive landscape. Market Strategies and Morpace have earned the trust of many of the world’s top brands across the automotive, consumer & retail, energy, financial services, health, technology and telecommunications industries. They are combining into one firm, as part of an acquisition of both firms by STG, and will be rebranded under a new name to be announced in 2019. With more than 450 research professionals, the collective firm is now the 15th largest market research firm in the US and top 25 globally.

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Business Wire: 14:00 GMT Wednesday 17th April 2019

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