2018 Asset Owner Survey

Innovations in Implementation

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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.


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Further Reading

01

Australian Investors Lead Global Cost-Cutting Trend

Investors in Australia and New Zealand lead the world in terms of improving efficiency, reducing fees and introducing new strategies, according to fresh asset owner research.

02

Private Equity and the Hunt for Control

One of the most interesting trends in private equity through the last decade is the increasing demand among investors for control.

03

Late-Cycle Volatility and Active Management

In bfinance’s recently published Asset Owner Survey, just over half of investors expressed the belief that market conditions over the coming twelve months should favour active equity manager performance versus passive strategies while only 10% disagreed.

04

‘Real Asset’ Debt Evolves, Draws New Investors

Among the 485 investors studied for bfinance’s new Asset Owner Survey, 18% have either recently entered Real Estate Debt for the first time (within the last three years) or plan to do so in the coming year.

05

Am I Paying the Right Fee?

When it comes to paying external asset management fees, there are two certainties: managers will tell you that you’re getting a good deal, and consultants will tell you they get you a great deal.
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