Skip to main content
TOOLS
Login to access your documents and resources.
Confirm your location
location select
language select
Marbled ball standing vertically and cut in half

2023 GLOBAL INSTITUTIONAL INVESTOR SURVEY - INSURANCE EDITION

EQuilibrium

View insurance findings

Reframing the future

How insurers are rethinking markets, reallocating portfolios and responsibly investing amid dramatic shifts in the macroeconomic and geopolitical landscape

Insurance companies are reframing the future and preparing their portfolios for a market regime that differs dramatically from recent decades. For our third-annual EQuilibrium study, we surveyed 800 global institutional investors, including nearly 200 insurance companies, to uncover new insights into how they expect to achieve their investment objectives.

Strategic and tactical asset allocations are evolving, credit and duration continue to be in favor, and impact investing with balance sheet assets is here to stay.

Insurance EQ figures

 

About the survey
Nuveen and CoreData surveyed 800 decision-makers at institutions globally in October and November 2022. Of that, 193 were insurance companies: 46 from North America, 102 from EMEA, and 45 from APAC. Asset owner survey respondents represented organizations with assets of more than $10B (61%) and less than $10B (39%), with a minimum asset level of $500 million. The survey has a margin of error of ± 3.5% globally and ± 7.05% for insurance companies at a 95% confidence level.
Learn more from EQuilibrium
ESG investing has meant many different things to institutional investors over the years.
EQuilibrium
Learn more about our survey findings and dive deeper with Nuveen experts as they explore how investors are re-examining traditional approaches to investing.
Impact investing: the insurance experience
TIAA’s chief investment officer and Nuveen’s head of responsible investing discuss how the General Account has built its targeted impact investing program.
Contact us
Joe Pursley
Joseph Pursley
Head of Insurance, Americas
Christina volkmann
Christina Volkmann
Head of Insurance, Central Europe, Global Client Group
 Kyrylo Sukhanenko
Kyrylo Sukhanenko
Head of Insurance, UK
Kelvin Cheung
Kelvin Cheung
Greater China
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.
 
Back to Top