Schroders Global Investor Insights Survey 2024: 2,830 Investors with Average $26.3 Billion AUM, Top 5 Investment Portfolio Factors are Central Bank Policy, High Interest Rates, Economic Downturn, Geopolitics & Inflation Risk, Top 3 Equities are Global Equities, Active Equities & Thematic Equities 39%, Invest in Private Markets 59%, Top 3 Investment Themes in Private Markets are Technological Revolution, Energy Transition & Decarbonisation, Sustainability & Impact
15th November 2024 | Hong Kong
Schroders has released the Schroders Global Investor Insights Survey 2024, providing key investment insights from 2,830 investors with $74.5 trillion AUM (Average AUM: $26.3 billion). Investors Type – Institutional Investors 28.8%, Financial Advisors 62%, Gatekeepers 9.2%. Top 5 Factors impacting portfolio performance in next 12 months – Central Bank Policy, High Interest Rates, Economic Downturn, Geopolitics, Inflation Risk. Elections in 2024 to impact investment risk appetite / positioning – Yes 59% / No 41%. Top 3 national policies to impact investment in next 5 years – Alliances on politics & trade 44%, Government borrowing 35%, Energy transition 20%. Confident to achieve expected returns in next 2 years – Yes 60%, / Not confident or somewhat confident 40%. Top 5 increase in Equity in next 1 or 2 years – Global Equities 51%, Active Equities 44%, Thematic Equities 39%, Core Equities 35%, Passive Equities 35%. Top 3 risks to investing in Fixed Income in next 1 or 2 years – Macroeconomic Risks 62%, Central Bank Policies 60%, Political Risks 57%. Invest in Private Markets – 59%. Institutional Investors invest in Private Markets – 69%. Gatekeepers invest in Private Markets – 60%. Financial Advisors invest in Private Markets – 55% . Top 6 Private Markets increase for Institutional Investors & Gatekeepers in next 1 year – Private Equity, Private Debt, Renewable Infrastructure Equity, Infrastructure Debt, Securitised / Asset-based finance (ABS), Bespoke Solutions. Top 6 Private Markets increase for Financial Advisors in next 1 year – Private Equity, Muti-Private Asset Solutions, Renewable Infrastructure Equity, Private Debt, Real Estate Equity, Infrastructure Debt. Top 3 Investment Themes in Private Markets for Institutional Investors & Gatekeepers – Technological Revolution 63%, Energy Transition & Decarbonisation 57%, Sustainability & Impact 42%. Net Zero Commitments by Region – United Kingdom 65% – Europe, Middle East & Africa (EMEA) 57%, Central & South America 53%, APAC 50%, North America & Bermuda 35%. Investing or Planning to Invest in Energy Transition for Institutional Investors & Gatekeepers – Currently investing 60%, Planning to invest in next 1 to 2 years 30%, Not planning to invest 10%. Top 5 Opportunities in Energy Transition – Power Grid Infrastructure, Emergent Technologies (Hydrogen, Carbon Capture, Batteries), Traditional Renewable Energy (Wind, Solar), Traditional Energy Companies in Transition, Nuclear. Top 5 Insights on Active & Passive Investing – Active manager costs, Confident of selecting right active managers, Active managers are better for specialist approaches, Use both active & passive managers, Active managers should outperform passive in the current environment. Top 3 Uses of When Integrating Artificial Intelligence (AI) & Disruptive Technologies – Internal operational processes, Investment research & portfolio construction, Client communications or client service by asset managers. Top 3 Factor to using Artificial Intelligence (AI) & Tools to improve internal processes & decision-making – Internal operational efficiency, Investment research & analysis, Risk management / risk monitoring. See below for key findings & Summary | View report here
“ Schroders Global Investor Insights Survey 2024: 2,830 Investors with Average $26.3 Billion AUM, Top 5 Investment Portfolio Factors are Central Bank Policy, High Interest Rates, Economic Downturn, Geopolitics & Inflation Risk, Top 3 Equities are Global Equities, Active Equities & Thematic Equities 39%, Invest in Private Markets 59%, Top 3 Investment Themes in Private Markets are Technological Revolution, Energy Transition & Decarbonisation, Sustainability & Impact “
Schroders Global Investor Insights Survey 2024: 2,830 Investors with Average $26.3 Billion AUM, Top 5 Investment Portfolio Factors are Central Bank Policy, High Interest Rates, Economic Downturn, Geopolitics & Inflation Risk, Top 3 Equities are Global Equities, Active Equities & Thematic Equities 39%, Invest in Private Markets 59%, Top 3 Investment Themes in Private Markets are Technological Revolution, Energy Transition & Decarbonisation, Sustainability & Impact
Schroders has released the Schroders Global Investor Insights Survey 2024, providing key investment insights from 2,830 investors with $74.5 trillion AUM (Average AUM: $26.3 billion). See below for key findings & Summary | View report here
Schroders Global Investor Insights Survey 2024
Summary
- Respondents – 2,830 Investors
- Total AUM – $74.5 trillion
- Average AUM – $26.3 billion
- Investors Type – Institutional Investors 28.8%, Financial Advisors 62%, Gatekeepers 9.2%
- Top 5 Factors impacting portfolio performance in next 12 months – Central Bank Policy, High Interest Rates, Economic Downturn, Geopolitics, Inflation Risk
- Elections in 2024 to impact investment risk appetite / positioning – Yes 59% / No 41%
- Top 3 national policies to impact investment in next 5 years – Alliances on politics & trade 44%, Government borrowing 35%, Energy transition 20%
- Confident to achieve expected returns in next 2 years – Yes 60%, / Not confident or somewhat confident 40%
- Top 5 increase in Equity in next 1 or 2 years – Global Equities 51%, Active Equities 44%, Thematic Equities 39%, Core Equities 35%, Passive Equities 35%
- Top 3 risks to investing in Fixed Income in next 1 or 2 years – Macroeconomic Risks 62%, Central Bank Policies 60%, Political Risks 57%
- Invest in Private Markets – 59%
- Institutional Investors invest in Private Markets – 69%
- Gatekeepers invest in Private Markets – 60%
- Financial Advisors invest in Private Markets – 55%
- Top 6 Private Markets increase for Institutional Investors & Gatekeepers in next 1 year – Private Equity, Private Debt, Renewable Infrastructure Equity, Infrastructure Debt, Securitised / Asset-based finance (ABS), Bespoke Solutions
- Top 6 Private Markets increase for Financial Advisors in next 1 year – Private Equity, Muti-Private Asset Solutions, Renewable Infrastructure Equity, Private Debt, Real Estate Equity, Infrastructure Debt
- Top 3 Investment Themes in Private Markets for Institutional Investors & Gatekeepers – Technological Revolution 63%, Energy Transition & Decarbonisation 57%, Sustainability & Impact 42%
- Net Zero Commitments by Region – United Kingdom 65% – Europe, Middle East & Africa (EMEA) 57%, Central & South America 53%, APAC 50%, North America & Bermuda 35%
- Investing or Planning to Invest in Energy Transition for Institutional Investors & Gatekeepers – Currently investing 60%, Planning to invest in next 1 to 2 years 30%, Not planning to invest 10%
- Top 5 Opportunities in Energy Transition – Power Grid Infrastructure, Emergent Technologies (Hydrogen, Carbon Capture, Batteries), Traditional Renewable Energy (Wind, Solar), Traditional Energy Companies in Transition, Nuclear
- Top 5 Insights on Active & Passive Investing – Active manager costs, Confident of selecting right active managers, Active managers are better for specialist approaches, Use both active & passive managers, Active managers should outperform passive in the current environment
- Top 3 Uses of When Integrating Artificial Intelligence (AI) & Disruptive Technologies – Internal operational processes, Investment research & portfolio construction, Client communications or client service by asset managers
- Top 3 Factor to using Artificial Intelligence (AI) & Tools to improve internal processes & decision-making – Internal operational efficiency, Investment research & analysis, Risk management / risk monitoring
Schroders Global Investor Insights Survey 2024
Profile
- Respondents – 2,830 Investors
- Total AUM – $74.5 trillion
- Average AUM – $26.3 billion
Investors Type:
- Institutional Investors – 815
- Financial Advisors – 1,755
- Gatekeepers – 260
- Total – 2,830
AUM:
- Less than $1 billion – 29%
- $1 b to $5 billion – 16%
- $5 b to $10 billion – 15%
- $10 b to $100 billion – 24%
- More than $100 billion – 16%
Region
- North America – 591
- Europe, Middle East & Africa (EMEA) – 990
- United Kingdom – 284
- APAC – 796
- Central & South America – 170
Institutional Investors Profile:
- Corporate Pension Plan – 28%
- Insurance Company – 25%
- Public / Government Pension Plan – 23%
- Family Office – 12%
- Endowment – 4%
- Foundation – 4%
- Sovereign Wealth Fund – 2%
- Central Bank – 1%
Advisors Profile:
- Asset Manager – 6%
- Wealth Management Firm – 20%
- Financial Advice Firm – 50%
- Private Bank – 10%
- Retail Bank – 15%
Gatekeepers Profile:
- Asset Manager – 41%
- Wealth Management Firm – 23%
- Financial Advice Firm – 16%
- Private Bank – 12%
- Retail Bank – 9%
1) Investors Outlook
Top 5 factors impacting portfolio performance in next 12 months:
- Central Bank Policy – 70%
- High Interest Rates – 68%
- Economic Downturn – 62%
- Geopolitics – 62%
- Inflation Risk – 61%
Elections in 2024 to impact investment risk appetite / positioning:
- Yes – 59%*
- No – 41%
*Yes (More defensive) – 30%
*Yes (More opportunities, increased to greater risk / alpha generating assets – 28%
Top 3 national policies to impact investment in next 5 years:
- Alliances on politics & trade – 44%
- Government borrowing – 35%
- Energy transition – 20%
Confident to achieve expected returns in next 2 years:
- Yes – 60%
- Not confident / somewhat confident – 40%
Confident to achieve expected returns in next 2 years:
- Insurance Companies – 62%
- Financial Advisors – 62%
- Gatekeepers – 59%
- Family Offices – 57%
- Pension Funds – 56%
- Official Institutions – 53%
- Endowments & Foundations – 48%
2) Equities & Fixed Income
Top increase in Equity in next 1 or 2 years:
- Global Equities – 51%
- Active Equities – 44%
- Thematic Equities – 39%
- Core Equities – 35%
- Passive Equities – 35%
- Satellite Equities – 32%
- Regional Equities – 31%
- Country-Level Equities – 31%
Top 3 risks to investing in Fixed Income in next 1 or 2 years:
- Macroeconomic Risks – 62%
- Central Bank Policies (Interest Rates, Quantitative Easing) – 60%
- Political Risks – 57%
3) Private Markets
Invest in Private Markets:
- Institutional Investors – 69%
- Gatekeepers – 60%
- Financial Advisors – 55%
- Average – 59%
Top 6 Private Markets increase for Institutional Investors & Gatekeepers in next 1 year:
- Private Equity – 52%
- Private Debt – 45%
- Renewable Infrastructure Equity – 42%
- Infrastructure Debt – 41%
- Securitised / Asset-based finance (ABS) – 33%
- Bespoke Solutions – 33%
Top 6 Private Markets increase for Financial Advisors in next 1 or 2 years:
- Private Equity – 53%
- Muti-Private Asset Solutions – 47%
- Renewable Infrastructure Equity – 46%
- Private Debt – 40%
- Real Estate Equity – 40%
- Infrastructure Debt – 39%
Top 3 Investment Themes in Private Markets for Institutional Investors & Gatekeepers in next 1 or 2 years:
- Technological Revolution – 63%
- Energy Transition & Decarbonisation – 57%
- Sustainability & Impact – 42%
4) Net Zero & Energy Transition
Net Zero Commitments by Region:
- United Kingdom – 65%
- Europe, Middle East & Africa (EMEA) – 57%
- Central & South America – 53%
- APAC – 50%
- North America & Bermuda – 35%
Investing or Planning to Invest in Energy Transition for Institutional Investors & Gatekeepers:
- Currently investing – 60%
- Planning to invest in next 1 to 2 years – 30%
- Not planning to invest – 10%
Top 5 Opportunities in Energy Transition:
- Power Grid Infrastructure – 56%
- Emergent Technologies (Hydrogen, Carbon Capture, Batteries) – 56%
- Traditional Renewable Energy (Wind, Solar) – 49%
- Traditional Energy Companies in Transition – 42%
- Nuclear – 23%
5) Investment Insights
Top 9 Insights on Active & Passive Investing:
- Keep a careful eye on active manager costs to ensure they deliver value – 78%
- Confident of selecting right active managers – 75%
- Active managers are better for specialist approaches – 74%
- Use both active & passive managers – 74%
- Active managers should outperform passive in the current environment – 61%
- Growth of passive investing will create more opportunities for active managers to capture value – 57%
- Passive investing should outperform active management in large, efficient markets – 52%
- Cost is the primary driver to choose active or passive manager – 45%
- Dominance of passive managers risks undermining the efficiency of capital markets – 45%
On Integrating Artificial Intelligence (AI) & Disruptive Technologies in the next 12 months:
- Internal operational processes within your organisation – 64%
- Investment research & portfolio construction internally – 63%
- Client communications / client service by asset managers – 57%
- Client engagement / marketing by asset managers – 53%
Using Artificial Intelligence (AI) & Tools to improve internal processes & decision-making:
- Internal operational efficiency – 36%
- Investment research & analysis – 31%
- Risk management / risk monitoring – 28%
- Currently not using AI techniques & tools for investment processes and decision-making but plan to do in the next 1 or 2 years – 21%
- Currently not using AI techniques & tools for investment processes and decision-making and have no plans – 6%
Schroders Global Investor Insights Survey 2024
The Schroders Global Investor Insights Survey analyses the investment perspectives of global financial professionals on a range of topics including macro themes, sustainability and public and private markets. The respondents represent a spectrum of institutions, including pension funds, insurance companies, family offices, endowments and foundations, official institutions, gatekeepers and wealth and financial advisers. The research was carried out by CoreData Research via an extensive global survey during June–July 2024. The 2,830 respondents were spilt as follows: 591 from North America, 990 from Europe, Middle East and Africa, 284 from the United Kingdom, 795 in Asia Pacific and 170 from Central and South America. Respondents are from 33 different locations. Any opinions expressed reflect our results as of July 2024. They are not intended to be a forecast or guarantee of future results. Throughout the report, we complement our global findings with regional results and insights from Schroders experts.
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