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Institutional

Pension funds

Insurance

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SWFs

Endowment & foundation

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Wealth managers

Family office

FoHFs

Private equity investors show mixed level of sophistication in many investment skill areas

Family offices look set to increase allocations to hedge funds in 2019

Hedge fund allocations from the family office sector are set to increase in 2019, according to Family Office Networks (FON), a network of 10,000 global family offices with $15tn in assets.

DDQ looks at cyber security and tech outsourcing

AITEC and Alternative Investment Management Association (AIMA) have published a due diligence questionnaire (DDQ) of vendor technology and cyber security.

Investors changing allocation preferences for alternatives

Investors are looking differently at hedge funds. Only 7 per cent plan increased allocations over the next three years, according to a survey of the global alternative fund industry by EY.

Investors demanding more consistent ESG information before making investments

Institutional investors are now highly focused on long-term value, with the vast majority (97 per cent) saying they conduct either an informal evaluation or a structured, methodical evaluation of a target company’s non-financial disclosures when deciding future investments.

Wealth managers face challenges as AI and fintech change business practices

The wealth management industry is changing and how it evolves and uses new technology is likely to have an impact on the wider management of institutional investments.

China’s private wealth market set on continued growth path

At of the end of 2016, private wealth totalled RMB165tn ($25.39tn) in China, making the country the second largest private wealth market next to the US.

Global wealth market swelled by frontier and emerging market growth

The value of liquid assets held by the global population will exceed $100tn by the end of 2017, according to a report by GlobalData.