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

The Conference Board Research Report, No. R-1468-10-RR, 2010

64 Pages Posted: 12 Nov 2010  

Matteo Tonello

The Conference Board, Inc.

Stephan Rahim Rabimov

Global Political Risk Consulting, LLC; Columbia University - School of International & Public Affairs (SIPA)

Date Written: November 11, 2010

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

Suggested Citation

Tonello, Matteo and Rabimov, Stephan Rahim, The 2010 Institutional Investment Report: Trends in Asset Allocation and Portfolio Composition (November 11, 2010). The Conference Board Research Report, No. R-1468-10-RR, 2010. Available at SSRN: https://ssrn.com/abstract=1707512

Matteo Tonello (Contact Author)

The Conference Board, Inc. ( email )

Stephan Rahim Rabimov

Global Political Risk Consulting, LLC ( email )

55 Tiemann Place, Suite 43
New York, NY 10027-3333
United States
917-432-9224 (Phone)

HOME PAGE: http://www.GPRisk.com

Columbia University - School of International & Public Affairs (SIPA) ( email )

420 West 118th Street
New York, NY 10027
United States

HOME PAGE: http://www-1.gsb.columbia.edu/chazenjournal/bios/bio.cfm?au=84

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