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Executive Summary

As inflation risks subside, asset allocation remains a top priority while market volatility has risen as a key challenge for Financial Institutions. Review key issues facing institutional investors, return expectations, current asset allocation, expected asset mix shifts over the next three years, product hiring expectations, factors influencing manager selection decisions, attributes of strategic partners, investment consultant usage and top providers, usage of ETFs, ESG and DEI considerations, average management fees, and more.

Methodology

This research is based on personal interviews conducted from April through October 2024 with 254 of the largest corporate pension funds, public pension funds, financial institutions, and endowments & foundations in Japan. Total reported fund assets were ¥949 trillion. Senior fund professionals provided quantitative and qualitative evaluations of their investment managers, assessments of those managers soliciting their business, and detailed information on important market trends.