State Street Releases Report On Asset Owner’s Perspectives

State Street has released a US research report ‘The Asset Owner’s Perspective: Evolving Investment and Operational Models’.

Highlights… 

• 45% of asset owners reported that low yields on traditional assets have increased their organisation’s appetite for alternatives, particularly among institutions at the smaller end of the market.
• Asset owners are addressing the liquidity crunch by undertaking more vigorous stress testing and revisions of liquidity-related investment policies.
• 39% expect to increase allocations to corporate investment-grade debt, while 30% anticipate expanding allocations to emerging market debt investments in the coming year.
• Nearly 84% of respondents still consider the endowment model of investing a highly effective framework for today’s markets.