Research Insight - Findings of the 2013 Global Asset Owner Survey - February 2014

Feb 11, 2014

This Research Insight presents the results of the 2013 MSCI Global Asset Owner Survey, which focuses on understanding the asset allocation processes of institutional asset owners, with a close examination of risk management of the real estate exposure. The findings come from in-person interviews with staff at 40 asset owners from around the world, representing $3.2 trillion in assets, as well as online survey responses from another 40 asset owners, representing $0.7 trillion in assets. These in-person interviews were supplemented by asset-allocation and real-estate allocation data gathered during the same period from annual reports and other public documents of 138 global asset owners, representing $10.3 trillion in assets. The main findings of the survey fall into two areas: 1) global asset allocation trends, processes and challenges, and 2) risk management techniques for the real estate exposure.