Asset Owner Insights
On September 13, 2023, TSG and Rimes presented a comprehensive webinar diving into some of the key insights and findings derived from the 2023 edition of the Asset Owner Performance Measurement Survey. The webinar, sponsored by TSG and Rimes, showcased the culmination of extensive research that gathered data from over 30 global participants, covering a wide spectrum of asset owner segments. With over 110 thought-provoking questions, this comprehensive survey provides a holistic overview of performance measurement practices across various asset owner classes.
“We are continuing to see more asset owners, particularly public pension funds, and, to a lesser degree, sovereign wealth funds, establish compliance with the GIPS standards,” said John D. Simpson, CIPM. “Other types of asset owners may have settled on not claiming compliance, for the time being.”
This survey explored the diverse landscape of asset owners, including public and private pension funds, endowments, foundations, insurance companies, and sovereign wealth funds. It delved into crucial areas such as institutional information, performance and risk teams, GIPS standards, rate of return calculations, analytics, custodians and systems utilized, benchmarks, and more.
During the webinar, participants had the opportunity to gain valuable insights into the following key questions:
- Asset Owner Compliance with GIPS® Standards: The survey examined the extent to which asset owners are complying with the Global Investment Performance Standards (GIPS®), shedding light on the industry’s appetite for compliance.
- Environmental, Social, and Governance (ESG) Integration: Attendees gained an understanding of the survey participants’ perspectives and approaches regarding ESG considerations within their investment strategies.
- Return Calculation Methods: The webinar provided an overview of the diverse methods employed by asset owners to calculate returns, offering valuable insights into industry trends.
- Common Benchmark Practices: Participants discovered some of the most prevalent benchmarking practices within the asset owner community.
The webinar drew attendees from across the globe. It offered a unique opportunity to see a sample of the wealth of knowledge garnered from the survey’s extensive data collection and analysis.
This is just a glimpse into the extensive report available for purchase (over 55 pages). If you would like to purchase a copy, please contact Patrick Fowler (PFowler@TSGperformance.com)