The 2010 Institutional Investment Report: Trends in Asset Allocation and Portfolio Composition

Abstract

The annual Institutional Investment Report provides a comprehensive analysis of the asset growth and portfolio composition of institutional investors operating in the United States. It documents the presence of different types of institutional investors in single asset classes such as equity, debt securities, alternative instruments, and foreign securities.

This year's report includes definitive data for 2009 and focuses on the impact of that year's financial market rebound on institutional asset value and investment decisions.

The report is structured as follows.

Part I: Institutional Investment in U.S. Financial Markets examines historical trends regarding the investment in U.S. financial markets by institutional investors as a group and by individual types of institutions (including pension funds, investment companies, insurance companies, savings institutions, and foundations). The section features information on overall asset growth as well as asset allocation across institutions. The analysis is enhanced through line-by-line comparisons with the growth of outstanding U.S. financial assets and allocation decisions made by other categories of investors.

Part II through Part V expand on the general analysis of Part I by providing a closer snapshot of institutional investments in single asset classes, such as equity (Part II: U.S. Equity Markets), debt securities (Part III: U.S. Bond Markets), alternative instruments, including hedge funds (Part IV: Hedge Funds and Alternative Instruments), and foreign securities (Part V: Foreign Financial Markets).

Keywords: Institutional Investment, Asset Management, Asset Allocation, Portfolio Composition