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A person or entity is a “wholesale client” if they satisfy the requirements of section 761G of the Corporations Act.
This commonly includes a person or entity:
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(iv) a public sector superannuation scheme.
within the meaning of the Superannuation Industry (Supervision) Act 1993 - that is a body registered under the Financial Corporations Act 1974.
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within the meaning of the Superannuation Industry (Supervision) Act 1993 and the fund, trust or scheme has net assets of at least $10 million. - that is a listed entity or a related body corporate of a listed entity
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2020 Institutional Rebalancing Survey
We surveyed 271 institutional clients across the globe, representing over US$9.8 trillion in investible assets, to discover how they plan to rebalance assets in 2020. Explore the results below.
How are institutions adjusting their portfolios in 2020?
In our annual rebalancing survey, we asked clients how they intend to allocate capital across and within asset classes, and about the macro factors that are driving those decisions. For this year’s survey, we also asked questions around ESG adoption and the challenges of allocating capital to private markets.
Key highlights
Asset allocation intentions
Net percentage of respondents intending to increase/decrease allocations across asset classes.
Net percentages represent a net percentage intending to increase or decrease allocations to each asset class. (Calculation: % of firms intending to increase - % of firms intending to decrease).
Base sizes:Total(271); Equities (256); Fixed Income (269); Hedge Funds (166); Private equity (202); Real Estate (224); Real Assets (195); Cash (262). ). Total US and Canada Canada (110); Equities (108); Fixed Income (109); Hedge Funds (73); Private equity (89); Real Estate (96); Real Assets (80); Cash (106). Total EMEA (99); Equities (92); Fixed Income (99); Hedge Funds (55); Private Equity (69); Real Estate (86); Real Assets (77); Cash (96). Total Continental Europe (74); Equities (73); Fixed Income (74); Hedge Funds (39); Private Equity (52); Real Estate (67); Real Assets (58); Cash (72). Total Global Insurance (64); Equities (57); Fixed Income (64); Hedge Funds (29); Private Equity (48); Real Estate (52); Real Assets (45); Cash (64). Total Global Corporate Pension (88); Equities (85); Fixed Income (88); Hedge Funds (57); Private Equity (63); Real Estate (73); Real Assets (57); Cash (84). Total Global Public Pension (73); Equities (72); Fixed Income (71); Hedge Funds (50); Private Equity (61); Real Estate (70); Real Assets (64); Cash (69)
As of December 2019. For illustrative purposes only. The figures/net changes represented in percentages are illustrative in nature and do not express a forecast. This information is not intended as a recommendation to invest in any particular asset class or strategy or as a promise of future performance. No analysis of their suitability was conducted and no statement of opinion in relation to their suitability is provided.
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Issued by BlackRock Investment Management (Australia) Limited ABN 13 006 165 975, AFSL 230 523 (BIMAL) for the exclusive use of the recipient, which warrants by receipt of this material that it is a wholesale client as defined under the Australian Corporations Act 2001 (Cth).
This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances. Refer to BIMAL’s Financial Services Guide on its website for more information. This material is not a financial product recommendation or an offer or solicitation with respect to the purchase or sale of any financial product in any jurisdiction.
Information provided is for illustrative and informational purposes and is subject to change. It has not been approved by any regulator.
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