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Institutional investors incorporate a variety of criteria into their process of evaluating external asset managers for potential consideration, and firms targeting the institutional market would be well served to study the aspects likely to garner the most attention and position their capabilities accordingly.
Institutional Investors: Integrity Edges Out Investment Performance
Improving market conditions over the past 12 months boosted investment performance for many firms, and as a result the top-stated selection criterion identified by both pensions and non-profits is now “integrity and transparency.” Interestingly, “integrity and transparency” just edges out investment performance in terms of priority. In addition, the research process has risen in importance in the eyes of both pensions and non-profits, signaling heightened attention to the unique business practices employed by asset managers in delivering performance for their clients.
»Download our webinar, Institutional Investors Capitalizing on Improving Market Conditions, for more information on institutional investor selection criteria and other highlights from the recently released US Institutional Investor Brandscape® report: