Top Criteria for Institutional Investors When Selecting an Asset Manager

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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.

Criteria for Selecting Asset Managers

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:


This entry was posted in Brand and Messaging, Financial Services and tagged , by Linda York. Bookmark the permalink.
Linda York

About Linda York

Linda York is a senior vice president in the Syndicated Research division where she leads the Wealth Management Syndicated Research & Consulting practice. She has over 20 years of experience in financial services spanning responsibilities in finance, marketing and business strategy. Before joining Market Strategies, Linda was the practice director of Syndicated Research at Cogent Research, where she managed the product development and execution process for syndicated research projects and consulted with dozens of clients in the retail and institutional wealth management space. She earned an MBA in marketing from the University of Connecticut and a bachelor’s degree in mathematics from Mount Holyoke College. Linda is an avid equestrian and a two-time finisher of the Boston Marathon.

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