Do the expected trends among institutional investors—Fidelity's survey accounts for $29 trillion, or half of global institutional assets under management—portend anything for the $5 trillion U.S. 401(k) plan market? (Photo: Shutterstock)
Around the globe, institutional investors are signaling a shift away from traditional passive investment strategies to actively managed strategies, as pension plans, insurance companies, and other large investors brace for a low-return environment and increased volatility over the next six years.
Fidelity's annual Global Institutional Investor Survey, which takes the pulse of 905 large investors across 25 countries, suggests the considerable momentum behind passive index investing over the past two decades is likely to see a pendulum swing in the opposite direction.
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Nick Thornton
Nick Thornton is a financial writer covering retirement and health care issues for BenefitsPRO and ALM Media. He greatly enjoys learning from the vast minds in the legal, academic, advisory and money management communities when covering the retirement space. He's also written on international marketing trends, financial institution risk management, defense and energy issues, the restaurant industry in New York City, surfing, cigars, rum, travel, and fishing. When not writing, he's pushing into some land or water.
