Asset Owners’ Perspective

Evolving Investment and Operational Models

December 2012

Based on lessons learned in the financial crisis, institutional asset owners have changed the way they approach investing.

They are reconsidering their asset allocation strategies, striving to balance the need for liquidity with the need for returns, and placing a new emphasis on risk management.

This paper outlines the findings of global research with asset managers. What are their new strategies around asset allocation? What operating challenges do they face? And how are they identifying and attracting the people they need?

Using this insight and our own experience, this paper delves into liquidity management solutions available to asset owners, the direction portfolio management is headed and the actions asset owners must take to be successful in the post-crisis environment.