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OppenheimerFunds and Greenwich Associates Launch New Research on the Future of Global Equities
Traders Magazine Online News, November 9, 2018
OFI Global Asset Management, an OppenheimerFunds company, and Greenwich Associates today announced the launch of “The Future of Global Equity,” a new research report on the role of global equity in institutional investor portfolios.
The joint research study is based on interviews with 157 senior investment professionals from a mix of corporate pensions, public pensions, endowments, foundations and defined contribution plans with at least $250M of assets from the United States, United Kingdom, Denmark, Finland, Norway and Sweden.
Expanding on insights from the firm’s previous institutionally focused research with Greenwich, the new study shows that actively managed global equity strategies will continue to be important to these investors to generate returns for their portfolios.
“Despite a growing emphasis on de-risking among large institutional asset owners, the need to generate returns and meet future funding targets remains paramount across all three of the regions we surveyed,” said John McDonough, Head of Distribution and Marketing at OppenheimerFunds.
Underscoring the continued search for alpha, the study showed a growing willingness among investors to move beyond benchmark constraints to provide active managers the freedom to exercise their stock-picking expertise and better reach the level of returns these investors need from their risk allocations.
These investors are also increasingly willing to sacrifice diversification to focus on a select number of companies that managers believe have the greatest potential to deliver returns.
The research also found that confidence in active managers is high across all regions, with a total of 80% either planning to make no change (64%) or increase (16%) the degree to which they use active managers three years from now.
Interviews were conducted by Greenwich Associates with 157 institutional investors from the US and Europe between April and July 2018.
To read the report visit: The Future of Global Equity.
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