Asset allocation insights 2020. [1]Investment & Pensions EuropeTop 1000 Global Institutional Investors, 2016 While the information is believed to be reliable, Mercer has not sought to verify it independently. The Unprecedented Expansion of the Middle Class: An Update, 2017. Mercer does not provide tax or legal advice. Their share of global equity market capitalization has tripled over the last 15 years to 30%, while their share of global market debt has doubled to around 20%. Asset allocation insights 2020. Asset allocation insights 2020 Pension allocation insights covering US$5.2 trillion in assets under management from government, corporate, and mandatory pension plans in Latin America, the Middle East, Africa and Asia. Our latest paper European Asset allocation Insights 2020 provides a comprehensive overview of investment strategy across the European pension industry and identifies emerging trends in the behaviour of 927 institutional investors across 12 countries, reflecting total assets of over €1.1 trillion. In our very first Growth Markets Asset Allocation Trends: Evolving Landscape, we analyze pension fund asset allocation in these dynamic markets and interpret what the trends mean for asset owners, asset managers and, ultimately, individual investors. Be a part of our global team dedicated to building brighter futures for employers and their people. This year’s edition of Mercer’s European Asset Allocation Survey gathered data from over 800 institutional investor clients across 12 European countries, reflecting total assets of around €1 trillion. [2], In 2018, for the first time, more than 50% of the world’s population — 3.8 billion people — is considered middle class or rich; this segment is expected to grow to 5.3 billion people by 2030. Registration is easy! Our latest announcements and press releases, both global and local. Sites. June 4, 2020 Singapore, Singapore According to a Mercer survey of investor practices in the “growth markets”, which Mercer defines as Latin America, the Middle East, Africa and Asia, asset allocation for Asia ex Japan aligns broadly with growth markets in aggregate but has the highest allocation to alternatives (~8%). Growth market economies are quickly becoming leaders of global growth. At Mercer, we believe in building brighter futures. NO NO; Velg plassering. This trend will only increase as global financial markets catch up with their massive economic growth. Market liberalization is enabling more diversified portfolios: foreign assets are rising at the expense of domestic assets. Information contained herein may have been obtained from a range of third party sources. Download the free report to see the complete findings, including region-by-region analysis for Latin America, Asia, the Middle East and Africa. June 4, 2020 ASEAN, ASEAN According to a Mercer survey of investor practices in the “growth markets”, which Mercer defines as Latin America, the Middle East, Africa and Asia, asset allocation for Asia ex Japan aligns broadly with growth markets in aggregate but has the highest allocation to … June 4, 2020 Hong Kong, Hong Kong According to a Mercer survey of investor practices in the “growth markets”, which Mercer defines as Latin America, the Middle East, Africa and Asia, asset allocation for Asia ex Japan aligns broadly with growth markets in aggregate but has the highest allocation to alternatives (~8%). Explore Mercer’s latest thinking to see how we’re helping to redefine the world of work, reshape retirement and investment outcomes, and unlock real health and well-being. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. While there is great variation in broad asset allocation among jurisdictions, driven primarily by local regulations, we expect this to change as more markets further open their doors to international investing. Alternatives gained greater traction in investors’ portfolios, primarily in property, infrastructure and private equity. [4]Brookings. Investors across the globe are responding. Download whitepaper "Growth Markets Asset Allocation Trends: Evolving Landscape 2019", 25 of the top 50 global institutional investors are located in growth markets. As in previous years, Mercer’s European Asset Allocation Survey provides a comprehensive overview of investment strategy across the European pension industry and identifies emerging trends in the behaviour of institutional investors. Create your account today for an optimal, personalized experience. Institutional investors and asset managers within growth markets and around the world can benefit from insights into the state of these increasingly important economies. Focusing on corporate, government and mandatory pension schemes, we gathered information on nearly US$5[5] trillion in assets under management across Latin America, Africa and Asia; also included is commentary on Middle Eastern investment trends. References to Mercer shall be construed to include Mercer LLC and/or its associated companies. Mercer Investments’ Form ADV Part 2A & 2B can be obtained by written request directed to: Compliance Department, Mercer Investments, 99 High St, Boston, MA 02110. [1], Almost 70% of global growth now comes from these economies. Mercer Investments is a federally registered investment adviser under the Investment Advisers Act of 1940, as amended. For Mercer’s conflict of interest disclosures, contact your Mercer representative or see www.mercer.com/conflictsofinterest. Fill out your details below to receive the paper in your inbox. As such, Mercer makes no representations or warranties as to the accuracy of the information presented and takes no responsibility or liability (including for indirect, consequential, or incidental damages) for any error, omission or inaccuracy in the data supplied by any third party. Portfolios retain significant home-country/region biases, though we expect trends of liberalization to continue. Investment management and advisory services for U.S. clients are provided by Mercer Investments LLC (Mercer Investments). “In general, we are seeing trends toward more open markets, which enable investors to better diversify their portfolios across geography, sectors, asset classes and currencies.”, Fiona Dunsire, Mercer’s Wealth Leader for Growth Markets. To help investors understand the current state of assets under management in these markets, Mercer conducted its first asset allocation survey in growth markets. Together, we’re redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. [3], Fifty-four percent of the world’s middle class resides in Asia.[4]. You should contact your tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. [5]Data as of the most recent date available for each country/region; please consult the full report for details. [3]Kharas H and Hamel K. “A Global Tipping Point: Half the World Is Now Middle Class or Wealthier,” September 27, 2018, available at https://www.brookings.edu/blog/future-development/2018/09/27/a-global-tipping-point-half-the-world-is-now-middle-class-or-wealthier/