The Takeaway
Asset owners’ roles are becoming more complicated with each passing day, and they wear many hats as they successfully manage a consistently challenging and dynamic set of responsibilities.
Concerns remain around several macro issues that could have an impact on investment strategies and portfolios, including geopolitical developments, the long term direction of interest rates and upcoming elections across the globe.
While it is clear that there is a spectrum of approaches to ESG ranging from finically material risks to impact considerations, there is no doubt that the focus on ESG factors is increasing across the board.
A Global Survey of Institutional Investor Priorities and Perspectives
Institutional asset owners find themselves in the middle of an increasingly volatile and fragile global market ecosystem, resolutely adhering to their fiduciary duty while balancing key stakeholder demands, regulatory pressures, and market challenges. All of this while meeting the needs of their constituents, according to the recently completed qualitative phase of our third annual Morningstar Voice of the Asset Owner Survey.
We developed this annual survey to gain a better understanding of the motivations, attitudes and challenges of institutional asset owners in the current environment. This year, the first phase of our program consisted of direct qualitative conversations with thirteen hand-selected asset owners from a diverse range of institution types and sizes across North America, Europe and Asia-Pacific. Our intent with these in-depth discussions was to probe for perspectives and themes to help inform our broader quantitative study, to be fielded later this year.
The survey continues to explore topics such as:
- Investment objectives and policies
- Views on current and future investment trends
- The impact of regulatory change
- Key stakeholders and influencers
- The role of ESG in investment decisions and opinions on service providers
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