Institutional Investment Report - March 2003

The Institutional Investment Report, formerly "The Brancato Report," is the primary institutional investor database in the field of corporate governance. This issue, "Financial Assets and Equity Holdings: Patterns of institutional investment and control":

  • Provides a breakdown of total institutional investor assets, and tracts asset growth for all institutional investors and specific institutions.
  • Shows how institutional investors allocate their assets among equities, bonds, and other investment types.
  • Describes institutional investor assets held in the U.S. equity markets for all institutions.
  • Estimates to what extent institutions delegate asset management to other fiduciaries.

Note: The Institutional Investment Report is produced twice a year, on the topics of "Financial Assets, Equity Holdings & Invstment Strategies in the U.S." and "Equity Ownership and Investment Strategies of U.S. and International Institutional Investors." To order a year's subscription for $650 ($325 for Associates) or to purchase past issues, please call (1) 212 339 0345 or e-mail

Research Report (35 pgs)
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Non-Members: $390.00