Institutional investors allocate capital across a variety of asset classes, including equities, fixed income, private equity, real estate, hedge funds and real assets.
Allocations to each asset class bucket are based on risk/return objectives, liquidity profiles and other restrictions (mandates) set by the investor or their client(s). Each investor has particular mandates.
Institutional investors have unique business needs and objectives that influence their selection of managers. This paper shares valuable insights to help managers understand the objectives of an allocator, win their business and successfully meet their needs.