2012 PYRAMIS GLOBAL INSTITUTIONAL INVESTOR SURVEY - UNITED STATES

The Pyramis global institutional investor survey regularly asks leading pension plan sponsors about the challenges they face and the opportunities they see to overcome them. This year’s survey findings show that while managers in both sectors have ambitious goals, corporate plan sponsors seek lower risk and cost, while those in the public sector are trying new approaches to increase return.

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Full Report

Shortening the Time Horizon

December 2012

We are pleased to share with you the results of the 2012 Pyramis Global Institutional Investor Survey. Now in its tenth year, the survey is one of the largest of its kind in the asset management industry. More than 600 institutional investors in 16 countries responded to the survey, representing $5 trillion USD in assets under management.

Overviews

U.S. Publics: Seeking less correlation and better execution

Senior executives at U.S. public pension funds recognize that the days are gone when stock markets rose steadily and bonds offered generous yields with little risk. Instead, today’s markets offer high volatility and low expectations for return.

U.S. Corporates: A slow walk down the duration curve

In the last five years, the operating environment for U.S. corporate pension executives has changed dramatically. Accounting and regulatory changes, volatile capital markets, and low interest rates challenge these executives to minimize funding status volatility while also growing assets.

PAST SURVEYS RESULTS

Defined Benefit Survey (2010)

Solutions for a New Decade
The 2010 Pyramis Global Defined Benefit (DB) research study surveyed chief investment officers, treasurers, and executive directors at 466 corporate and public pension plans in the US, Canada, the UK, and 10 Northern European countries which cumulatively hold more than $2.0 trillion USD in assets, an estimated 12% of the global DB plan market.

GLOBAL RESULTS

Asia Pacific
Institutional investors in Asia’s developing economies are embracing risk and innovation as they confront a low return environment.

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Canada
Shaken by the 2008 global financial crisis, Canada's Defined Benefit plans are undergoing profound changes while clearly focused on long-term sustainability. While they are less willing to take excess risk in search of return, they are searching for assets that better match their long-term liabilities.

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Japan
In a world where volatility is high and return expectations are low, institutional investors in Japan are less willing to take excess risk in search of return instead they will take a more conservative approach towards achieving the modest goals they’ve set for their portfolios.

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United Kingdom & Europe
While investors on the continent are prospecting for new sources of yield and seeking new strategies for managing portfolios, those in the U.K. are increasingly giving up on equities in favor of fixed income and alternatives.

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