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II's Business & Market Confidence Barometer

Institutional Investor • 28 April 2022
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The View of Asset Owners 

Institutional Investor hosted "II Business & Market Confidence Barometer", based on an exclusive study conducted between March 9th and March 25th, over 100 asset owners, from a range of demographics, responded on the their level of agreement or, disagreement about conversions of retail and institutional investing.

Asset owners of the Institutional Investor Institute (III) and Alternative Investment Institute (AII) were surveyed on two topics:

  • The convergence of institutional and retail asset management 
  • Asset owner's optimism regarding the state of the economy, the nation, and their professional prospects. 

Growth in retail is likely to cause some migration of talent from the institutional side, most notably, among Distribution executives and withing distribution functions, and to a lesser degree with investment talent. Presented by Paul Ciancarelli, Partner, David Barrett Partners, Ed Clissold, Chief U.S. Strategist, Ned Davis Research, Mike Corcoran, Editorial Director, II and Sam Knox, Managing Director, II Custom Research Lab, findings are below.


Quantitative Research Findings
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