The Takeaway
Now entering our fourth year for the survey, this year’s qualitative phase consisted of a series of live, in-depth interviews with 25 asset owners from across the globe.
We came away from these conversations with a solid sense for the toughest issues facing this cohort today.
Common threads included the shifting geopolitical, public policy, and market landscape; ESG regulation and implementation; and the evolution of asset owners’ views on climate investment strategies.
A Global Survey of Institutional Investor Priorities and Perspectives
Institutional asset owners remain bound by a strong sense of fiduciary duty to their beneficiaries and key stakeholders and have stayed grounded in their long-term focus despite intensifying market pressures, geopolitical uncertainty, and regulatory change. This sense of duty showed consistently throughout our conversations with an incredibly diverse and globally far-reaching set of AOs during the qualitative phase of the annual Morningstar Voice of the Asset Owner Survey.
As we build on our conversations, we are learning more and more about the challenges facing AOs and how they are working through them. Our level of understanding is deepening, helping us to ask more insightful questions and identify emerging trends among this consistently evolving set of global investors.
Our AO clients are engaging more and more with the survey each year. With the help of Opinium Research, we conducted a series of live in-depth interviews with 25 asset owners across North America, Europe, and Asia-Pacific this year—nearly double the 14 we spoke with in 2024.
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