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Abstract shapes and clouds

2025 GLOBAL INSTITUTIONAL INVESTOR SURVEY

EQuilibrium Insurance Edition

Steady steps in shifting terrain

Our forward-looking survey asked 235 insurance companies globally (along with 565 other institutional investors) about their views on the macro environment, where they are moving assets and how they are tracking and measuring the non-financial impact of their investments. The responses reveal insights into how these insurers mange $6 trillion in assets. Key findings include:


What insurers told us this year

Looking for more?

Contact us
Joe Pursley
Joseph Pursley
Head of Insurance, Americas
Christina volkmann
Christina Volkmann
Head of Business Development Germany, Global Client Group
Head of Insurance Business Central Europe, Global Client Group
 Kyrylo Sukhanenko
Kyrylo Sukhanenko
Head of Insurance, UK
The views and opinions expressed are for informational and educational purposes only, as of the date of production/writing and may change without notice at any time based on numerous factors, such as market or other conditions, legal and regulatory developments, additional risks and uncertainties and may not come to pass. This material may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, forecasts, estimates of market returns, and proposed or expected portfolio composition. Any changes to assumptions that may have been made in preparing this material could have a material impact on the information presented herein by way of example.

Past performance is no guarantee of future results. Investing involves risk; loss of principle is possible.

All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.

Risks and other important considerations

This material is presented for informational purposes only and may change in response to changing economic and market conditions. This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Financial professionals should independently evaluate the risks associated with products or services and exercise independent judgment with respect to their clients. Certain products and services may not be available to all entities or persons. Past performance is not indicative
of future results.

Economic and market forecasts are subject to uncertainty and may change based on varying market conditions, political and economic developments. As an asset class, real assets are less developed, more illiquid, and less transparent compared to traditional asset classes. Investments will be subject to risks generally associated with the ownership of real estate-related assets and foreign investing, including changes in economic conditions, currency values, environmental risks, the cost of and ability to obtain insurance, and risks related to leasing of properties.

This information does not constitute investment research, as defined under MiFID.

Responsible investing incorporates Environmental Social Governance (ESG) factors that may affect exposure to issuers, sectors, industries, limiting the type and number of investment opportunities available, which could result in excluding investments that perform well.
 
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