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SWFI Completes First Annual Fixed Income Asset Manager Perception Study

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perceptionstudy_FI_2015SEATTLE, Wash. – 3 November 2015 – SWFI has released its first annual perception study on asset managers focusing on fixed income with regard to global asset owners. The study was conducted over a period of six months starting in May 2015. The results shed light on where asset owners’ fixed income managers are ranked among peers. SWFI staff interviewed asset owners globally through a variety of means to obtain the information. The sample includes the following types of investors globally: pensions, sovereign funds, central banks, endowments, superannuation funds and other non-commercial institutional investors.

DETAILS

SWFI research staff surveyed asset owners on a number of criteria: investment capabilities, performance, relationship management and education. Some questions surveyed include the manager’s ability to achieve strong performance and perception on relationship management skills.

KEY FINDINGS

BlackRock presented itself as a top destination in fixed income for many pensions and sovereign wealth funds. Goldman Sachs Asset Management, meanwhile, claimed the #2 spot in several categories. PIMCO was counted among the top #5 in many categories. Large custodial banks struggle to rank highly on fixed income asset management compared to pure play asset managers. JPMorgan and Goldman Sachs are exceptions.

Firms graded in the study:

Fixed Income Asset Managers Ranked
Aberdeen Asset Management
Amundi
AXA Investment Managers
BlackRock
BNP Paribas Asset Management
BNY Mellon Asset Management
Deutsche Bank Asset Management
Fidelity Investments
Goldman Sachs Asset Management
JP Morgan Asset Management
Legg Mason (includes Western and Brandywine)
Loomis Sayles
Northern Trust Asset Management
PIMCO
Principal
Schroders
Standard Life Investments
State Street Global Advisors
Voya Asset Management
Wellington Management Company

 

Below is a sample of one of the factors in the study

Investment Staff Capabilities RANK
BlackRock 1
Goldman Sachs Asset Management 2
JP Morgan Asset Management 3
Legg Mason (includes Western and Brandywine) 4
PIMCO 5

 

To see the full rankings, methodology and final report, please contact, Carl Linaburg @ clinaburg@swfinstitute.org.

About SWFI

SWFI is a global organization designed to study sovereign wealth funds, pensions, central banks and other long-term investors in the areas of investing, asset allocation, risk, governance, economics, policy, trade and other relevant topics. For more information about the SWFI, please go to www.swfi.com | www.swfinstitute.org.

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Follow the Money – Episode 45

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This longer-than-normal episode covers a wide range of issues including such as sovereign wealth funds, bitcoin, cryptocurrencies, Indian real estate, ESG, investment exclusions, central banking and more.

EPISODE 45

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The views in this media are expressed by Michael Maduell and other participants and are not reflective of the Sovereign Wealth Fund Institute (SWFI).

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CalPERS Board Elects Priya Mathur as Board President

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The board of the California Public Employees’ Retirement System (CalPERS) elected Priya Mathur as board president. The current president Rob Feckner was named vice president of the board. Feckner previously served as board president and vice president.

Priya Mathur is serving her fourth term on the CalPERS Board of Administration. Mathur is a principal financial analyst for Bay Area Rapid Transit District (BART). Mathur represents public employees on the CalPERS Board, which she joined in 2002. She currently serves on four committees: Governance, Investment, Pension & Health Benefits, and Risk & Audit. She chairs the Pension & Health Benefits Committee and is vice chair of the Governance Committee.

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Oman SGRF Contemplates $1 Billion Infrastructure Fund

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Oman’s State General Reserve Fund (SGRF) is in discussions on forming a US$ 1 billion infrastructure fund. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]

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