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Russell Investments Global Survey: Russell Investments Global Survey: Alternatives become mainstream
- Institutional investors worldwide plan to increase portfolio allocations to alternatives over the next two years
- Institutions believe private equity returns will increase, while hedge funds and real estate returns will remain steady
Since 1992, we have surveyed large tax-exempt institutions in North America, Europe, Japan and Australia to gauge their participation in and expectations for core alternative investing strategies. The current survey results, based on responses from 326 organizations worldwide, are detailed in the 2007-2008 Russell Investments Survey on Alternative Investing. The report presents data by region, investment category and type of institution and includes detailed analysis of use of investment strategies, investment types, geographic allocation and expected returns.
Global findings:
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- Globally, respondents predict their strategic allocations to hedge funds will increase by 2009, except in Australia where the hedge fund allocation is anticipated to remain steady.
- Strategic allocations to private equity increased in Europe, Australia and Japan and fell slightly in North America. All geographic areas forecast allocation increases through 2009.
- Across the globe, respondents' return expectations are strongest for private equity, with expectations for hedge funds and real estate remaining steady.
- The utilization of real estate climbed worldwide over the past two years, particularly in Japan.
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Contact James or Gerry to learn more about our capabilities with alternative investing.
Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any
type. The general information contained in this publication should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional.
This is not an offer, solicitation, or recommendation to purchase any security or the services of any organization.
Please remember that all investments carry some level of risk. They do not typically grow at an even rate of return and may experience negative growth.
Diversification and strategic asset allocation do not assure profit or protect against loss in declining markets.
In general, alternative investments involve a high degree of risk, including potential loss of
principal; can be highly illiquid and can charge higher fees than other investments. Hedge
strategies and private equity investments are not subject to the same regulatory requirements as
registered investment products. Hedge strategies often engage in leveraging and other
speculative investment practices that may increase the risk of investment loss.
Forecasting represents predictions of market prices and/or volume patterns utilizing varying analytical data. It is not representative of a projection of the stock market, or any specific investment.
Specific sector investing such as real estate can be subject to different and greater risks than more diversified investments. Declines in the value of real estate, economic conditions, property taxes, tax laws and interest rates all present potential risks to real estate investments. Fund investments in non-U.S. markets can involve risks of currency fluctuation, political and economic instability, different accounting standards and foreign taxation.
USIRC4052
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