Fidelity finds some difference between how larger and smaller institutions plan to diversify.
Tag: institutional investors
Corporate ERISA plans, at 1.9%, trailed behind other institutional investors due to their allocation towards longer duration fixed income. Despite this lag, Northern Trust overall marks the performances as optimistic.
Forty-three percent incorporate ESG factors, up from 22% in 2013.
“A majority of institutions around the world now consider bond ETFs as an alternative for fixed-income exposure and liquidity,” says Greenwich Associates Managing Director Andrew McCullum.
“Portfolio managers and their trading desks primarily choose [investment] instruments based solely on personal experience rather than through an analytical process,” says Kevin McPartland, with Greenwich Associates.
Investors surveyed by Natixis cited strategies they've been using to diversify their portfolios.