Key Takeaways
- • Investment consultants are increasingly influential in the allocation decisions of U.S. institutional investors, according to Coalition Greenwich research reported by Pensions & Investments on April 23, 2024.
- • The trend underscores the growing role of consultants as gatekeepers shaping manager selection and asset allocation for pensions, endowments, and other institutional pools.
- • The article is a Pensions & Investments report by Palash Ghosh; the primary source text available is limited to headline and publisher summary, so specific survey figures are not detailed here.
Summary
Pensions & Investments reported on April 23, 2024 that investment consultants are increasingly influential to U.S. institutional investors, citing research from Coalition Greenwich. The findings point to a growing role for consultants in shaping how institutional clients select and monitor investment managers and structure portfolios.
The development matters for asset managers because consultant recommendations often determine which strategies receive institutional consideration. As consultants gain influence, managers seeking institutional mandates may need to align their products, reporting, and due diligence materials with consultant evaluation frameworks.
The source article available for this summary is brief, and detailed survey metrics, sample sizes, and specific consultant firms named in the research are not included in the material provided. Readers seeking quantitative detail should consult the full Coalition Greenwich report or the original Pensions & Investments article.
The development matters for asset managers because consultant recommendations often determine which strategies receive institutional consideration. As consultants gain influence, managers seeking institutional mandates may need to align their products, reporting, and due diligence materials with consultant evaluation frameworks.
The source article available for this summary is brief, and detailed survey metrics, sample sizes, and specific consultant firms named in the research are not included in the material provided. Readers seeking quantitative detail should consult the full Coalition Greenwich report or the original Pensions & Investments article.
Go deeper than the headline
Research every firm in this story, track the ones that matter and get the daily briefing — free for 7 days.