Insurers manage 8% of the world's $3.5trn in alternative assets

13 July 2015

Luba Nikulina, Towers WatsonTotal assets managed by the top 100 alternative investment managers globally reached $3.5trn in 2014 ($3.3trn in 2013), according to research by Towers Watson.

The Global Alternatives Survey, which covers nine asset classes and seven investor types, shows that of the top 100 alternative investment managers, real estate managers have the largest share of assets (33% and over $1trn), followed by hedge funds (23% and $791bn), private equity fund managers (22% and $767bn), private equity funds of funds (PEFoFs) (10% and $342bn), funds of hedge funds (FoHFs) (5% and $214bn), infrastructure (4%) and illiquid credit (3%).

Luba Nikulina, global head of investment manager research at Towers Watson, said: "Investment opportunities other than bonds and equities are now increasingly seen as 'bread and butter' assets, rather than alternative assets. At the same time, lines are blurring between individual 'asset classes' within this group, as investors focus more on underlying return drivers rather than 'asset classes'."

The research - which includes data on a diverse range of institutional investor types - shows that pension fund assets represent a third (33%) of the top 100 alternative managers' assets, followed by wealth managers (19%), insurance companies (8%), sovereign wealth funds (5%), banks (4%), funds of funds (3%) and endowments & foundations (2%).

At the end of 2014, the top 25 managers of insurance company assets managed $288bn (up 5%) -- behind the top 25 alternative asset managers of wealth management assets ($454bn) but ahead of the top 25 managers of sovereign wealth fund assets ($155bn).

Of the total for the top 25 insurers of $288bn, over 60% is allocated to direct real estate funds, with much smaller amounts in illiquid credit and private equity (see table 1).

According to the research, M&G Investments, the asset management arm of the UK's Prudential, is the largest illiquid credit manager with over $33bn, while Pimco, owned by Allianz, is the largest commodities manager with nearly $19bn.

Macquarie Group is the largest infrastructure manager with over $92bn and tops the overall rankings.

Table 1: Selected overall survey statistics

 FoHF*Direct Hedge Funds*Private Equity FoF*Direct Private Equity Funds*Direct Real Estate FundsDirect Commodities FundsDirect Infrastructure FundsReal AssetsIlliquid CreditTotal
USD billion
Top 100 total assets 213.7 791.2 342.2 767.3 1,139.90 - 148.9 - 98 3,501.10
Top 100 Pension Fund assets 88.8 166.6 285.7 171.4 518 14.3 120.3 6.9 53.1 1,425.30
Top 25 Insurance Company assets 18.2 - 33.1 4.2 183.1 - 6.5 - 43.2 288.3

Nikulina sounded a note of caution on alternatives: "Investors across the board - from insurers to sovereign wealth funds - should first check they have sufficient governance levels that would enable them to identify genuine and sustainable skill, particularly for very complex alternatives."

The research shows that for the top 100 managers, North America continues to be the largest destination for alternative capital (47%), with infrastructure and illiquid credit as the exceptions where more capital is invested in Europe. Overall, 36% of alternative assets are invested in Europe and 9% in Asia Pacific, with 8% being invested in the rest of the world.

The survey also reveals that the leaders in managing alternative assets for insurance companies include firms owned by insurers such as Axa Investment Managers, M&G and Aviva Investors (see table 2).

Table 2: Top 25 alternative asset managers ranked by insurance company assets

Position Name of parent organisation Main country of domicile Insurance AUM ($ million) Total AUM ($ million) Asset Class
1 Axa Investment Managers France 39,138.31 55,449.26 Direct Real Estate Funds
2 Cornerstone Real Estate Advisers United States 33,511.00 42,906.00 Direct Real Estate Funds
3 M&G Investments United Kingdom 23,290.31 33,368.00 Direct Real Estate Funds
4 Aviva Investors United Kingdom 20,549.00 30,917.00 Direct Real Estate Funds
5 M&G Investments United Kingdom 15,914.34 33,260.55 Illiquid Credit
6 Ardian France 14,004.48 32,073.24 Private Equity FoF
7 Axa Investment Managers France 13,621.24 16,075.52 Illiquid Credit
8 Principal Global Investors United States 13,615.43 48,135.85 Direct Real Estate Funds
9 La Française Group France 13,165.90 16,458.30 Direct Real Estate Funds
10 CBRE Global Investors United States 10,900.00 82,100.00 Direct Real Estate Funds
11 AEW Capital Management United States 10,129.90 37,065.90 Direct Real Estate Funds
12 Aberdeen Asset Management United Kingdom 9,237.14 30,982.55 Direct Real Estate Funds
13 BlackRock United States 7,308.50 18,646.50 Private Equity FoF
14 Axa Investment Managers France 6,902.65 8,604.17 Funds of Hedge Funds
15 Blackstone United States 6,869.50 63,009.30 Funds of Hedge Funds
16 Macquarie Group Australia 6,487.40 92,337.83 Direct Infrastructure Funds
17 Capital Dynamics Switzerland 6,419.00 18,178.00 Private Equity FoF
18 HarbourVest Partners United States 5,399.00 37,980.00 Private Equity FoF
19 Standard Life Investments United Kingdom 5,367.08 25,117.95 Direct Real Estate Funds
20 Babson Capital Management United States 4,999.11 19,402.01 Illiquid Credit
21 Highbridge Capital Management United States 4,487.30 12,129.87 Illiquid Credit
22 Amundi France 4,461.26 5,127.81 Funds of Hedge Funds
23 Amundi France 4,227.00 4,727.00 Illiquid Credit
24 Hines United States 4,172.30 50,747.70 Direct Real Estate Funds
25 Ardian France 4,157.75 8,259.47 Direct Private Equity Funds
    Total 288,334.89 823,059.78