Investment decision-makers around the world know that continuing uncertainty around major global themes such as inflation, low returns and changing economic trends, means there is no right or easy answer on issues such asset allocation, environment and climate risk management, societal and demographic change and governance structures.
We are inviting key organizations to participate in our 2022 Global Segment Investor Surveys to share how they are preparing to face and embrace these challenges and opportunities. We have carefully curated each survey to the specific nuances of wealth managers, not for profits and insurers, providing you with comprehensive analysis, giving you invaluable insights and the ability to benchmark your organisation to your peers.
Each participant will receive a copy of the curated findings where you will discover what your local and global peers see as the biggest risks and opportunities facing their industry, but more importantly what they are doing about them? What methods they are using to incorporate environmental, social and governance into investment decisions? How are they positioning their portfolios to protect against inflation and low expected future returns?
If you have any questions, please contact firstname.lastname@example.org
Select your organization type
Take the survey
We recognize that participation in this short survey requires a special effort on the part of your organization. In return, we will make a $10 charitable donation for each completed survey per organisation to your choice of our carefully selected charities.
Market trends & asset allocation
Gain insight into portfolio positioning, highlighting regional and sector differences.
Investing for a sustainable and equitable future
Explore how investors are supporting solutions for our planet and society, while generating returns.
Alternatives and private markets
New assets for a new age. Discover how non-traditional investment ideas are becoming mainstream.
Organizational structure and strategy
Agility, focus and adaptability – find out how investors are preparing their teams to manage an uncertain future.