From the Nordic market we have collected essential data to provide insight and knowledge for asset managers to overcome the challenges of the available asset allocation data.
the essentials of the nordic market
The Nordic market is sizeable and amounts to almost 3 trillion in assets.
It remains important to understand the full picture of the market—both in terms of size and available assets but also allocations and relevant market potential.
The Nordic market accounts for more than 300 relevant institutional investors.
These investors range from large tier I pension funds and distributors to smaller family offices, foundations, and endowments.
The Nordic investors have allocations to 18 major asset classes.
Investors have great diversity in their investment approach depending on country and segment. Hence, understanding underlying allocations is key.
Nine out of ten asset managers will use asset allocation data.
AuM and asset allocation data is a key element in asset managers’ business plans to make informed decisions and prioritise resources efficiently.
Asset allocation data
~
0
%
proprietary data
0
Nordic Institutional investors
0
Major asset classes
0
%
Completion rate
combining historical and forward-looking data
- Historical and forward-looking data: We collect and combine historical and forward-looking data -this is important to understand trends and tendencies, investor preferences and asset flows
- Understanding investor behavior: Understanding investors' preferences, i.e., interest in different asset classes, preferred ticket size, use of external partners, preference for active management, key competitors etc., is important to succeed long-term
- Understand asset flows: Asset flows are an important input in strategic business planning. Understanding investors average target allocations to specific asset classes as well as search activity is key for asset managers to prioritise available resources most effectively.
