2018 Asset Owner Survey
Innovations in Implementation
In the summer of 2018, 485 investors around the globe, with estimated assets approaching US$8 trillion, participated in a study on investment and organisational strategies.
The results reveal something quite remarkable. Although the average investor has transitioned towards 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. As a result, asset allocators’ average costs have fallen rather than risen over a three-year period.