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Executive Summary

This report contains links to the data tables in excel format for the U.S. Institutional Investor Key Trends.

Methodology

Greenwich Associates’ 50th annual research with U.S. Institutional Investors is based on in-depth interviews conducted primarily through telephone interviews and online surveys, between July and October of 2021. Respondents include 811 individuals from 661 of the largest tax-exempt funds in the United States. These U.S.-based institutional investors are corporate and union funds, public funds, and endowment and foundation funds, with either pension or investment pool assets greater than $150 million.