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Executive Summary

This report contains links to the data tables in excel format for the U.S. Institutional Investor Key Trends.

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 November 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.