Asset allocation information affords allocators the opportunity to compare their investments to U.S. public plan peers’. The data can be used to benchmark against U.S. DB strategic targets, review alternative portfolio construction concepts, and understand how U.S. public plans are viewing certain investments within a portfolio context. To aid in these efforts, we analyze how strategic asset allocations have changed over time and how asset allocations differ between plans of various asset sizes.
For asset managers, asset allocation data can illuminate areas of demand for specific strategies and show whether a product market may be underserved or approaching saturation – what we like to think are early signals for activity. The following report also covers mandate information which highlights how Market Lens can show the most immediate needs of allocators and can prove invaluable for investor relations and business development teams.
The information in this report is based on U.S. public plan documents sourced from eVestment Market Lens. We used asset allocation disclosures provided by 228 U.S. plans managing assets of $4.0 trillion as of Q4 2021.