Real Assets Study 2023

In late 2022, Aviva Investors polled 500 investors from around the world with a combined AUM of $3.5 trillion on their appetite for real assets, including those with a sustainable focus. As well as pension funds and insurers, we’ve broadened the reach of the research to get the views of global financial institutions, sovereign wealth funds and other official institutions, endowments and foundations.

Download the fifth edition of our award-winning Real Assets Study to find out:

  • How real asset investments are positioned against the triple threats of high interest rates, surging inflation and global recession
  • What the changing market environment means for allocations in the coming years
  • How confident investors are in evidencing the ESG impact of real asset investments

Senior decision makers

We questioned senior decision makers at 500 institutional investors in Europe (250), North America (125) and Asia (125).

Combined AUM (USD)

Respondents had a combined assets under management of US$3.5 trillion.

To increase real assets allocation

Almost two-thirds (64 per cent) of organisations plan to increase their allocations to real assets in the next two years. 

Download the study

PDF 3.4 MB 34 pages

The Real Assets Study 2023 provides investor insight on asset allocation, risks and opportunities, and preferred routes to market, as well as a deep dive into attitudes towards sustainable real assets – covering everything from net-zero targets to whether investors see a trade-off between achieving ESG impact and financial returns.

Download

Analysis by client type

  • Official institutions in focus

    Decision makers at official institutions share their views on asset allocation, sustainability and risk in their real asset investments.

  • Insurers institutions in focus

    Decision makers at insurers share their views on asset allocation, sustainability and risk in their real asset investments.

  • Global financial institutions in focus

    Decision makers at global financial institutions share their views on asset allocation, sustainability and risk in their real asset investments.

  • Endowments and foundations in focus

    Decision makers at endowments and foundations share their views on asset allocation, sustainability and risk in their real asset investments.

  • Pension schemes in focus

    Decision makers at public and corporate pension schemes share their views on asset allocation, sustainability and risk in their real asset investments.

Webcast: Real Assets Study 2023

23 Feb 2023 14:00 GMT 60 minutes

Join members of the Aviva Investors Real Assets team as they talk through the main findings of the Real Assets Study 2023 and also zero in on the big themes investors should watch out for over the coming year. The webcast is hosted by Brendan Maton from IPE. 

This event qualifies for 60 minutes CPD

Strategies in focus

Real estate

Outcome-oriented solutions in real estate, through strategies that span the risk spectrum, from lower-risk options generating long-term income to more opportunistic investments.

Find out more  about Real estate

Infrastructure

Our deep market access allows us to source high-quality projects, delivered through a range of senior debt opportunities or via the acquisition of assets. We focus on stable, long-term income generation and efficient execution.

Find out more  about Infrastructure

Private debt

We finance bespoke structured finance and senior private corporate debt transactions, providing our investors with outcomes that meet their investment objectives.

Find out more  about Private debt

Outcome focused

Our integrated real asset platform allows us to collaborate with our clients to design bespoke multi-asset portfolios that meet a wide variety of long-term investment and return objectives.

Find out more  about Outcome focused

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