Institutional Investment Report – March 2003

Financial assets and equity holdings-patterns of institutional investment and control.

Document Highlights

The Institutional Investment Report, formerly ‘The Brancato Report,’ is the primary institutional investor database in the field of corporate governance. This issue, ‘Financial Assets and Equity Holdings: Patterns of institutional investment and control’:

• Provides a breakdown of total institutional investor assets, and tracts asset growth for all institutional investors and specific institutions.
• Shows how institutional investors allocate their assets among equities, bonds, and other investment types.
• Describes institutional investor assets held in the U.S. equity markets for all institutions.
• Estimates to what extent institutions delegate asset management to other fiduciaries.