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Executive Summary

This report covers a wide array of topics like key challenges facing institutional investors, trends on funding levels, attributes impacting manager selection, differentiators of strategic partner managers, current and projected impact of ESG and DEI, consultant usage and top attributes, OCIO adoption, current asset mix and expected allocation shifts, product demand, and more.

Methodology

Coalition Greenwich’s 53rd annual research with U.S. Institutional Investors is based on in-depth interviews conducted primarily through telephone interviews and online surveys, between February and September 2024. Respondents include 699 individuals from 563 of the largest tax-exempt funds in the United States. These U.S.-based institutional investors are corporate, public, union, and endowment and foundation funds, with either pension or investment pool assets greater than $150 million.