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Report Home

<Previous Next>
  • Preface
  • Executive Summary
  • 1. The Investor Ecosystem
    • 1.1 Defining direct investing
    • 1.2 Asset focus
    • 1.3 The investment value chain
    • 1.4 Key models of direct investing
  • 2. Trends in Direct Investment: A Historical Perspective
    • 2.1 Early institutional investing pre-1880-1980
    • 2.2 The rise of the alternatives industry 1980-2000
    • 2.3 The maturing of illiquid investment markets 2000-2007
    • 2.4 The 2007-2009 financial crisis
    • 2.5 The post-crisis years
  • 3. What Drives and Constrains Direct Investment?
    • 3.1 Investment drivers
    • 3.2 Investor constraints
    • 3.3 Direct investment today
    • 3.4 Sizing direct investments
  • 4. How Will Direct Investing Develop in the Future?
    • 4.1 The expected scenario
    • 4.2 Variation around the expected scenario
  • 5. Implications
    • 5.1 For asset owners
    • 5.2 For asset managers
    • 5.3 For policy-makers
  • Acknowledgements
Direct Investing by Institutional Investors Home Previous Next
  • Report Home
  • Preface
  • Executive Summary
  • 1. The Investor Ecosystem
    • 1.1 Defining direct investing
    • 1.2 Asset focus
    • 1.3 The investment value chain
    • 1.4 Key models of direct investing
  • 2. Trends in Direct Investment: A Historical Perspective
    • 2.1 Early institutional investing pre-1880-1980
    • 2.2 The rise of the alternatives industry 1980-2000
    • 2.3 The maturing of illiquid investment markets 2000-2007
    • 2.4 The 2007-2009 financial crisis
    • 2.5 The post-crisis years
  • 3. What Drives and Constrains Direct Investment?
    • 3.1 Investment drivers
    • 3.2 Investor constraints
    • 3.3 Direct investment today
    • 3.4 Sizing direct investments
  • 4. How Will Direct Investing Develop in the Future?
    • 4.1 The expected scenario
    • 4.2 Variation around the expected scenario
  • 5. Implications
    • 5.1 For asset owners
    • 5.2 For asset managers
    • 5.3 For policy-makers
  • Acknowledgements

Direct Investing by Institutional Investors

Implications for Investors and Policy-Makers

Prepared in collaboration with Oliver Wyman – November 2014
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Direct Investing by Institutional Investors: Implications for Investors and Policy-Makers examines the trend towards direct investing in illiquid assets by asset owners, such as pension funds, sovereign wealth funds, endowments, family offices and insurers. This report is the result of collaboration between the World Economic Forum and Oliver Wyman, with key industry practitioners, policy-makers and advisers participating in interviews and workshops.

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