The purpose of this research is to provide readers with an initial understanding of the institutional markets, including defined benefit plans, defined contribution plans, endowments & foundations, corporate cash & treasury services, and sovereign wealth funds & other foreign investors. Along with the consumer markets and the international markets, the institutional markets are considered one of the three major markets.
This research outlines the history of the institutional markets, including the following phases:
- Defined Benefits Introductions Plans Phase
- Defined Benefit Growth Plans Phase
- Defined Contribution Plans Growth Phase
The research defines five distinct markets:
- Defined Benefit Plans
- Defined Contribution Plans
- Endowments & Foundations
- Corporate Cash & Treasury Services
- Sovereign Wealth Funds & Other Foreign Investors
And the research makes several predictions for the institutional markets, including:
- Continued Institutional Client Growth
- Continued Assets Under Management Growth
- Shift in Investment Holdings
