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UK Institutional Market Study Wave 2 (UKIMS) – book your presentation


We are pleased to announce that the fieldwork for Wave 2 of UKIMS has been completed and the analysis of a record number of responses has begun in earnest.

As always with this study only those individuals that have an active role in making investment decisions for pension schemes are considered.

Schemes and advisers to schemes across both DB and DC ranging from £50 million to over £10 billion expressed their views on a number of areas such as:

  • How their allocations to various asset classes is likely to change in the coming 12 months
  • Their perceived market leading investment managers across asset classes
  • Scheme use of diversified growth funds, how that might change in the future and what features matter when considering DGF options
  • How they expect to change their allocations to alternatives over the coming 12 monthsTheir use of passive funds and the direction of travel
  • Current sentiment towards fiduciary managers and insight into the process for appointing one
  • Key selection criteria for investment managers, preferred fee structures and databases use
  • The most important aspects of service and support from investment managers and current levels of satisfaction
  • Investment managers are communicating with them particularly well, and what is it that they’re doing right
  • Where they source investment ideas and market views
  • Their favoured magazines, websites, events and online communities

and lots more…

The research is invaluable to any investment manager wishing to grow its institutional presence in the UK. Specifically, it will help you to:

  • Establish awareness of your brand and offering in the institutional space, and build on this over time
  • Better understand the support needs of scheme individuals
  • Produce communication and thought leadership content that is on-message and most likely to be read
  • Tailor communication efforts to the specific audience, be it a pension trustee or a manager researcher at one of the major consultancies

We are currently booking presentations from the end of February 2017.

If you would be interested in becoming a stakeholder in this study please contact Richard Ley or Toby Finden-Crofts for costs and further details.

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