Voice of the Asset Owner Survey 2025 Qualitative Insights

As financial advisors, the world of institutional investing may seem complex and ever-evolving. The Voice of the Asset Owner Survey 2025, conducted by Morningstar Indexes and Morningstar Sustainalytics, offers a comprehensive view into the priorities and perspectives of institutional investors globally. This report sheds light on the challenges, strategies, and emerging trends among asset owners, providing you with vital insights to support your advisory role.

In an environment marked by intensifying market pressures, geopolitical uncertainty, and regulatory change, institutional asset owners are demonstrating an unwavering commitment to their fiduciary duties. This report shares insights drawn from in-depth interviews with 25 asset owners across North America, Europe, and Asia-Pacific, offering a unique window into their decision-making processes and investment strategies.

The Asset Owner Survey 2025 provides an in-depth exploration of institutional investor priorities and perspectives. These insights, derived from conversations with a diverse, globally far-reaching set of asset owners, offer a rich understanding of the challenges facing these investors and how they are navigating them.