Nuveen on Institutional Investor Sentiment

The video discusses a survey of 800 global institutional investors, focusing on their strategies and responses to market changes, inflation, and climate impact. The survey reveals a shift towards alternative asset classes for diversification and inflation hedging. Despite recent market movements, institutions are pausing on private assets but plan to adjust portfolios in 2023-2024. Climate impact is a growing focus, with a need for standardized reporting.

What was a key focus for institutional investors according to the survey conducted in late 2022?

• Immediate adjustments to portfolios

• Long-term strategies and alternative asset classes

• Reduction in real estate investments

• Short-term market movements

What percentage of surveyed institutions planned to adjust their portfolios in response to inflation?

• 70%

• 60%

• 80%

• 50%

Why might insurance companies prefer domestic paper over international investments?

• Easier to meet hurdle rates with domestic paper

• Greater liquidity in international markets

• Lower hedging costs and risks

• Higher returns on international investments

What is a significant challenge in climate reporting for institutions?

• Lack of interest from investors

• High costs of implementing ESG strategies

• Absence of standardized reporting indices

• Limited data on environmental impacts

What proportion of the capital managed by Naveen is proprietary?

• One-fifth

• One-half

• One-fourth

• One-third