Investor Sentiment Survey 2017: Challenges and Opportunities Facing UK Pension Funds and Asset Managers

We asked over 170 UK-based institutional investors and asset managers about their views on some of the big issues currently facing the investment community. Read on to find out where they agreed – and disagreed.

At the annual Pensions and Lifetime Savings Association Conference on 17-19 October 2017, the most important pension decision-makers in the UK gathered in Manchester to discuss the biggest issues facing the industry. To get a better view of the sentiment on topics such as macroeconomic risks, investing preferences, and asset-level views, PineBridge Investments surveyed pensions, consultants, and asset management professionals at the event. Some of the results were surprising.

We asked what the biggest short to medium-term risk is for the global economy. The biggest concern by a wide margin among pension professionals / consultants was geopolitical risk (55%), ahead of inflation concerns (20%), growth rates (16%) and central bank policy (7%). The survey also revealed that 49% of pension professionals and investment consultants primarily hire an asset manager for alpha or to outperform a given index, with 39% hiring a manager to provide diversification to their portfolio. And when it comes to the specifics of how pension professionals select a specific investment manager, the survey revealed that a belief in the manager’s investment strategy / philosophy was more important (55%) than investment performance (32%).

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