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UKIMS – UK Institutional Market Study – The Report 2018


The UK Institutional Market Study(UKIMS) was launched in 2015 to provide a deeper understanding of trends in pension fund investments and how investment houses can effectively communicate, influence and engage with this audience. The project is a mixture of quantitative and qualitative research, which takes place over a 12-month period, matching the pace and dynamics of the market.

With each wave of UKIMS, Research in Finance (RiF) looks to provide cutting-edge insight on the topics most relevant to institutional investors.

UKIMS focuses on the views and behaviours of pension investment decision makers and influencers: investment consultants, scheme managers and CIOs, trustees and professional trustees. This respected industry study covers a real array of topics, from likely changes in asset allocation and attitudes to Environmental, Social and Governance (ESG) to information
and communication preferences.

These include:


• Expected asset allocation changes over the next 12-24
• Specific views for a range of investment areas, including
alternatives and Diversified Growth Funds (DGFs)
• Current popularity of passive investing and direction
of travel
• Perceived market leaders across asset classes
• Sentiment around ESG investing


• Trusted sources of information/fund analysis
• Trade magazines/websites read/visited
• Events attended, both investment house-led and


• Content and contact from investment houses valued by schemes and consultants e.g. whitepapers, events, portfolio information, trustee training, factsheets etc.

• The leading investment houses for thought leadership and reasons behind perception

UKIMS: The 2018 Report details trends across these topic areas and includes commentary from influential industry figures, including:

• Richard Butcher, Managing Director of PTL Trustees
• Caroline Escott, Policy Lead: Investment and DB at the PLSA
• Phil Farrell, Partner at Quantum Advisory
• Jon Hatchett, Partner at Hymans Robertson
• Christopher Inman, Investment Principal at AON
• Patrick McCoy, Head of Investment at Xafinity Punter Southall
• Kenny Nicoll, Director at Redington
• Cliff Speed, Chief Investment Officer at The Pensions Trust

For more information on this industry-leading market report, please contact: Toby Finden-Crofts or Richard Ley

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