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Research Insight - Findings of the 2013 Global Asset Owner Survey - February 2014

This Research Insight presents the results of the 2013 MSCI Global Asset Owner Survey, which focuses on understanding the asset allocation processes of institutional asset owners, with a close examination of risk management of the real estate exposure. The findings come from in-person interviews with staff at 40 asset owners from around the world, representing $3.2 trillion in assets, as well as online survey responses from another 40 asset owners, representing $0.7 trillion in assets. These in-person interviews were supplemented by asset-allocation and real-estate allocation data gathered during the same period from annual reports and other public documents of 138 global asset owners, representing $10.3 trillion in assets. The main findings of the survey fall into two areas: 1) global asset allocation trends, processes and challenges, and 2) risk management techniques for the real estate exposure.