2022 Institutional Investor Productivity Study

What You’ll Learn:

  • Our study of 100 respondents found allocators are working harder as we emerge from the pandemic, on the job for longer hours each week.
  • Allocators are spending almost a day each week (6.5 hours) on "waste of time" tasks. There is not broad agreement, however, on how important certain tasks are. Different levels of seniority view the importance of tasks differently.  
  • Allocators are still bogged down by manual tasks as evidenced by the lack of integration and the kinds of tasks they are still spending time on. 


About This Report

Institutional allocators face an ever-changing and increasingly complex landscape. So, more than two years after we launched the first productivity study for allocators, which dove into their work habits to find out how they’re spending their time, we’re doing it again. Because in order to invest wisely, they must invest their time wisely.

Our goal with this second study was to understand how much time allocators are spending on core tasks versus non-core tasks to identify opportunities for improvement in their day-to-day working lives and to learn if anything had changed or shifted since 2020. We wanted to answer this question: Are they investing their time wisely?

Download the report to find out what insights we gleaned.