Financial Institutions Topical Series
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1 Financial Institutions Topical Series Institutional Markets: Opportunities in Retirement Plans, Endowments & Foundations, & Other Institutional Markets (Table of Contents) January 7, 2015
2 TABLE OF CONTENTS Evolution of the Institutional Markets Market History Market Definition... Retirement Plans... Endowments & Foundations... Corporate Cash & Treasury Services... Sovereign Wealth Funds & Other Foreign Investors Revenues... Net Profits... Leading Institutional Accounts Revenues... Net Profits... Market Segmentation Defined Contribution Plans K Plans B Plans B Plans... Defined Contribution Plans Leading Defined Contribution Plans Firms... Defined Contribution Plans Institutional Markets 2
3 401K Plans K Plans... Leading 401K Firms B Plans B Plans... Leading 403B Plans Firms Plans Plans... Leading 457 Plans Firms Institutional Markets 3
4 Future Predictions for the Defined Contribution Plans Market... Defined Benefit Plans... Corporate & Union Defined Benefit Plans... State & Local Governments Defined Benefit Plans... Defined Benefit Plans Leading Defined Benefit Plans Firms Corporate & Union Defined Benefit Plans... Corporate & Union Defined Benefit Plans... Leading Corporate & Union Defined Benefit Plans Firms... Corporate Defined Benefit Plans... Union (Taft-Hartley) Defined Benefit Plans... State & Local Governments Defined Benefit Plans... State & Local Governments Defined Benefit Plans Institutional Markets 4
5 Leading State & Local Governments Defined Benefit Plans Firms... State Government Defined Benefit Plans... Local Government Defined Benefit Plans... Future Predictions for the Defined Benefit Plans Market... Endowments & Foundations... Endowments... Foundations... Firms... Leading Endowments & Foundations... Endowments... Endowments... Institutional Clients... Leading Endowments Firms... Institutional Clients Institutional Markets 5
6 Universities... Foundations... Foundations... Institutional Clients... Leading Foundations... Institutional Clients... Future Predictions for the Endowments & Foundations Market... Corporate Cash & Treasury Services... Large Corporate Market... Mid-Size Corporate Market... Small Company Market... Firms... Corporate Cash... Leading Corporate Cash & Treasury Services Firms... Corporate Cash Institutional Markets 6
7 Large Corporate Market... Mid-Size Corporate Market... Small Company Market... Future Predictions for the Corporate Cash & Treasury Services Firms... Sovereign Wealth Funds & Other Foreign Investors... Sovereign Wealth Funds... Other Foreign Investors... Firms... Leading Sovereign Wealth Funds & Other Foreign Investors... Sovereign Wealth Funds... Firms... Leading Sovereign Wealth Funds Firms... Other Foreign Investors... Firms Institutional Markets 7
8 Leading Other Foreign Investors Firms... Future Predictions for the Sovereign Wealth Funds & Other Foreign Investors Market... Future Predictions for the Institutional Markets Moderate Industry Growth... Small Businesses Offering Defined Contribution Plans... Small Businesses Offering Defined Contribution Plans... Dynamic Opportunities in the Retirement Market... Retirement Industry Businesses... Emergence of Additional Institutional Markets... Insurance Company Reserves... Mutual Fund Sub-Advisory... Variable Annuity & Variable Life Sub-Advisory... Health Care Organizations... Nuclear Decommissioning Trusts... Shift in Investment Holdings... Alternative Investments... Socially Responsible Investing & Impact Investing Institutional Markets 8
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