Financial Services

Factors: Finding a place in institutional investors' arsenal

April 07, 2016

Global

April 07, 2016

Global
Josselyn Simpson

Contributor

Josselyn has worked in the thought leadership and quantitative research team of the Economist Intelligence Unit for more than 15 years. She is an expert in creating engaging content for C-level and other senior executives. Among her areas of interest are organisation, governance, and the effects of technology on the workplace. She was also a Senior Campaign Manager at Booz & Company and a Senior Editor at McKinsey & Company. Through those roles she developed significant expertise in global thought leadership development and programme management. She began her career at The New Yorker. She is based in New York and holds an undergraduate degree with honors from Harvard College.

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About the survey

The survey was conducted in January and February, 2016, and garnered responses from 200 institutional investment professionals from around the world. Twenty-one percent of respondents were CIOs, with a further 21.5% heads of investment or equivalent; 7.5 % were deputy or assistant CIOs; 20% were senior vice presidents, vice presidents or directors; and 30% were heads of various investment groups. Respondents represented a range of types of firms, including foundations, endowment funds, insurance companies, sovereign wealth funds and public, private and professional association pension funds. By assets under management, 17% of respondents came from firms with $1bn-4.9bn; 17% from firms with $5bn-9.9bn; 33% from firms with $10bn-24.9bn; 25.5% from firms with $25bn-74.9bn; and 7.5% from firms with $75bn or more. Forty-five percent of respondents were from the Americas; 35% from EMEA; and 20% from APAC. To qualify for the survey, respondents had to be somewhat, very or extremely familiar with factor-based investing.

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