asset allocation shifts at pension and …（在养老金和资产配置变化u2026）.pdf

ISSUE 4 • OctObEr 2014 rEpOrt Asset Allocation Shifts at Pension and Retirement Plans A report prepared by the Institutional Investor Custom Research Group in conjunction with AMP Capital Pension and Retirement Plans ISSUE 4 • OctObEr 2014 rEpOrt Welcome to the fourth issue of the Contents AMP Capital / Institutional Investor Research Report Welcome 2 In this report, we examine trends in asset allocation, investment, and portfolio construction Executive summary 3 specifically at pensions and other retirement plans worldwide. After conducting a survey of senior investment decision makers, we now present and interpret the data collected about their About this research 5 institutions, with a particular focus on the reasons they choose to shift asset allocations. Investors endorse 7 this issue includes findings on: nonmarket-driven • retirement plans’ allocations to equities, fixed income, and alternatives as of July 2014 strategies and alternative assets • changes in these allocations expected over the next 12 months • the top concerns among investment decision makers at retirement plans concerns and 9 allocation responses On behalf of AMp capital and Institutional Investor research, we’d like to thank the portfolio over the past managers and other investment professionals around the world who contributed to