HOUSE_OVERSIGHT_026726.jpg
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Report / study methodology
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1.1 MB
Summary
This document appears to be page 46 of a larger report (likely by Invesco), detailing the methodology for a 2017 study on sovereign investors and central banks. It outlines that NMG's strategy consulting practice conducted 97 interviews (62 sovereign investors and 35 central banks). The page provides statistical breakdowns of the sample size by profile, region, and assets under management for the years 2013 through 2017.
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Sample and methodology
The fieldwork for this study was conducted by NMG’s strategy consulting practice. Invesco chose to engage a specialist independent firm to ensure high-quality objective results. Key components of the methodology included:
- A focus on the key decision makers within sovereign investors and central banks, conducting interviews using experienced consultants and offering market insights rather than financial incentives
- In-depth (typically one-hour) face-to-face interviews using a structured questionnaire to ensure quantitative as well as qualitative analytics were collected
- Analysis capturing investment preferences as well as actual investment allocations with a bias toward actual allocations over stated preferences
- Results interpreted by NMG’s strategy team with relevant consulting experience in the global asset management sector
In 2017 we conducted interviews with 97 funds: 62 sovereign investors (compared to 59 in 2016) and 35 central bank reserve managers (18 in 2016). The 2017 sovereign investor sample is split into three core segmentation parameters (sovereign investor profile, region and size of assets under management) in figures 36 to 38. The 2017 central bank sample is broken down by segment in figure 39.
The fieldwork for this study was conducted by NMG’s strategy consulting practice. Invesco chose to engage a specialist independent firm to ensure high-quality objective results. Key components of the methodology included:
- A focus on the key decision makers within sovereign investors and central banks, conducting interviews using experienced consultants and offering market insights rather than financial incentives
- In-depth (typically one-hour) face-to-face interviews using a structured questionnaire to ensure quantitative as well as qualitative analytics were collected
- Analysis capturing investment preferences as well as actual investment allocations with a bias toward actual allocations over stated preferences
- Results interpreted by NMG’s strategy team with relevant consulting experience in the global asset management sector
In 2017 we conducted interviews with 97 funds: 62 sovereign investors (compared to 59 in 2016) and 35 central bank reserve managers (18 in 2016). The 2017 sovereign investor sample is split into three core segmentation parameters (sovereign investor profile, region and size of assets under management) in figures 36 to 38. The 2017 central bank sample is broken down by segment in figure 39.
Fig 36. Sovereign investor sample
2013 2014 2015 2016 2017
2013 2014 2015 2016 2017
By profile
Investment sovereigns Liability sovereigns Liquidity sovereigns Development sovereigns
[Data values visible in bar chart: 9, 10, 12, 12, 12; 10, 20, 19, 26, 28; 5, 7, 6, 6; 9, 9, 11, 12, 15, 13]
Investment sovereigns Liability sovereigns Liquidity sovereigns Development sovereigns
[Data values visible in bar chart: 9, 10, 12, 12, 12; 10, 20, 19, 26, 28; 5, 7, 6, 6; 9, 9, 11, 12, 15, 13]
By region
The West Asia Middle East Emerging markets
[Data values visible in bar chart: 11, 10, 13, 19, 21; 8, 16, 16, 19, 22; 7, 13, 12, 13, 10; 7, 9, 8, 8, 9]
The West Asia Middle East Emerging markets
[Data values visible in bar chart: 11, 10, 13, 19, 21; 8, 16, 16, 19, 22; 7, 13, 12, 13, 10; 7, 9, 8, 8, 9]
By size of assets under management
US$
10bn 10-25bn 25-100bn >100bn
[Data values visible in bar chart: 10, 16, 12, 11, 12; 7, 9, 10, 13, 11; 8, 10, 13, 14, 16; 8, 13, 14, 21, 23]
Sample=62.
US$
10bn 10-25bn 25-100bn >100bn
[Data values visible in bar chart: 10, 16, 12, 11, 12; 7, 9, 10, 13, 11; 8, 10, 13, 14, 16; 8, 13, 14, 21, 23]
Sample=62.
Fig 37. Central bank sample by segment
DM High FME DM Low FME EM
[Data values visible in bar chart: 6, 6, 23]
Sample=35.
DM High FME DM Low FME EM
[Data values visible in bar chart: 6, 6, 23]
Sample=35.
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HOUSE_OVERSIGHT_026726
HOUSE_OVERSIGHT_026726
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