Pension Funds DIY:
A Hands-On Future for Asset Owners
Pension funds are restructuring for a new investment climate. They are becoming more hands-on in how they manage their portfolios, operations and governance. Our new Economist Intelligence Unit survey, with over 130 pension fund executives, highlights five key trends.
on the Horizon
Pension funds are ramping up their risk appetite as the search for returns intensifies in a tough investment climate.
Over three-quarters expect their institutions’ investment risk appetite to increase over the next three years.
Regulation continues to be a major challenge for pension funds in EMEA. The industry’s governance models are also evolving to keep pace with a more volatile investment climate.
with Asset Managers
Pension funds demand deeper partnerships with fund managers who share their values and can deliver more tailored investment solutions.
More than half of pension funds aren’t confident that asset managers’ interests are aligned with theirs.
Insourcing has become a huge focus for many pension funds in North America. In South America, the industry is gradually opening up to global investment opportunities in a bid to drive up returns.US Snapshot Canada Snapshot
Asset Owners Managing
More Assets In-house
Insourcing is on the rise as more pension funds plan to manage more of their assets in-house, though the equation is more complex than insourcing vs. outsourcing.
Most pension funds intend to increase the proportion of their portfolio that is managed in-house.
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Private equity will be the biggest winner from a surge in alternatives investment by pension funds.
Private equity is a prime area for investment, with a significant number of funds planning to increase allocations into this asset class.
Could the emergence of the “super-model” in Australia provide a template for other countries’ pension funds? Meanwhile, pension funds in other regional countries are diversifying into riskier asset classes.Australia Snapshot
Pension funds are debating how governance structures can keep pace with changing approaches to investment, ensuring heightened risk is underpinned by strong foundations.
Over half of respondents view strengthening their overall governance as a high priority for the next three years.