A Fresh Look at the Strategic Equity Allocation of European Institutional Investors, January 2010

20 Pages Posted: 15 Feb 2010

Date Written: January 5, 2010

Abstract

MSCI Barra has recently published three research papers that examine the current equity asset allocation practices in the US, UK, and Japan and identify an increasing adoption of a global approach to equity allocation. This paper reviews the current strategic equity allocation policies of European institutional investors. It discusses the evidence that challenges the separation of equity policy portfolio into domestic/international allocations or regional allocations at the strategic level, and the rationale and potential benefits of an integrated global approach to equity allocation.

Keywords: strategic equity allocation European Institutional Investors asset practices US UK Japan global approach

Suggested Citation

Kang, Xiaowei and Melas, Dimitris, A Fresh Look at the Strategic Equity Allocation of European Institutional Investors, January 2010 (January 5, 2010). MSCI Barra Research Paper No. 2010-01. Available at SSRN: https://ssrn.com/abstract=1552066 or http://dx.doi.org/10.2139/ssrn.1552066

Xiaowei Kang (Contact Author)

Standard & Poor's ( email )

London EC2M 7NJ
United Kingdom

Dimitris Melas

MSCI Inc. ( email )

88 Pine Street
2nd Floor
New York, NY 10005
United States

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