The 2005 Institutional Investment Report: U.S. and International Trends

This report covers the most relevant aspects of domestic and international institutional investment trends. Beginning this year, The Conference Board presents in one combined report what was previously presented in three separate issues:

• Total assets and equity holdings
• Trading and turnover patterns, as well as concentration of ownership
• Institutional investor ownership of foreign investments along with comparative data on institutional holdings in major industrialized countries

Topics Covered:

Part I: Institutional Investor Investment Allocation Trends

• Total Institutional Investor Share of U.S. Financial Assets
• Institutional Investor Asset Growth by Category
• Institutional Investor Percentage of Total Assets by Category
• Investment Allocation of Pension Fund Assets
• Total Institutional Investment Allocations
• Investment Allocation of Assets by Category
• Investment Allocation of Investment Company Assets
• Investment Allocation of Insurance Company Assets
• Investment Allocation of Bank Trust and Foundation Assets

Part II: Institutional Investors in Equity Markets

• Institutional Investor Holdings of Total Total Outstanding Equity
• Equity Holdings as a Percentage of Total Assets by Category
• Holdings of Total Outstanding Equity by Category
• Indexed Equities of the 200 Largest Pension Funds: 1990-2004
• Institutional Ownership in the Largest 1,000 U.S. Corporations
• Institutional Investment Holdings of the Largest 25 U.S. Corporations

Part III: International Trends

• Foreign Equity Holdings
• Value and Growth of Institutional Investor Assets
• Composition and Growth of Institutional Investor Assets by Institution
• Asset Allocation by Institutional Investors
• Equity Holdings of Financial Institutional Investors
• Total Public Market Depository Receipts Listed on U.S. Exchanges

Special Features:

• Summary of Findings
• 32 Tables
• 17 Charts