Institutional Money, Ausgabe 4 | 2024

Weniger als $100M $100M bis weniger als $1B $1B bis weniger als $10B $10B bis weniger als $100B $100B bis weniger als $500B Mehr als $500B 11 27 34 22 6 North America Europe APAC 20 40 40 Voice of theAssetOwnerSurvey2024 QuantitativeAnalysis 2 Our thirdannualglobal surveyof institutional investors’ prioritiesandperspectives As stewardsof largepoolsof capitalandfiduciaries for theirbeneficiariesand stakeholders,assetownersprovide valuableperspectivesonglobalmarkets, investmentpolicies,and standards.Asour clients,assetowners tell uswhat theyneed in termsof support tohelp themmeet their challenges, suchasmarketdata, indexes, tools,and research.As fellow investors,due to their largeassetbasesand theirability toaffectmarketdynamics, influence corporatepractices,and set trends in investment strategy,assetowners’actionsanddecisionswield significant influenceoverother typesof investors. Tobetterunderstand theglobalassetowner community’smotivations, challenges,andperspectives,we introduced our inauguralmulti-phaseVoiceof theAssetOwnerSurvey in 2022 .Now in its third year,our 2024 survey validates several keyassumptions fromprevious yearswhilealsouncoveringemerging trendsand fresh insights. ThomasKuh,PhD Headof ESG Strategy, Morningstar Indexes ArnoldGast ESG ResearchDirector, MorningstarSustainalytics September2024 PaulSchutzman Headof Institutional InvestorSolutions, Morningstar 2.75 Total NorthAmerica APAC Europe 2024 2022 2023 17 61 14 68 11 71 Voice of the Asset Owner Survey 2024 Quantitative Analysis ConductedbyMorningstar IndexesandMorningstarSustainalytics Thomas Kuh, PhD Head of ESG Strategy, Morningstar Indexes Arnold Gast ESG Research Director, Morningstar Sustainalytics Paul Schutzman Head of Institutional Investor Solutions, Morningstar 1–25% 26–50% 51–75% 76–99% 100% 34 37 32 29 22 20 7 10 5 4 2 0 2 4 2 0 2 3 2 0 2 2 40 31 20 7 3 2022 2023 2024 North America Europe Total APAC 37 36 37 38 41 42 40 40 41 36 46 45