Regulation might be neutral, but political influence on portfolio management decisions is expected to increase
The DC peers expect political influence to increase over the next 5 years (approaching ‘moderate influence’). From the regional breakdown, this expected increase is largely attributed to opinions in EMEA. We note that the UK government is currently in conversation with UK pension funds about investment priorities. It is also noteworthy that the DC peers see policy influence as stronger than the AOPS. Clearly the composition of the groups is different, but the time of collection also differed by 12 months. We suspect recent geopolitical events will be responsible for at least part of the difference.
National economic policy influence
Significant influence
No influence
3
0.0 0
1.0
2.0
0.8
National economic policy influence
1.5
Last 5 years
AOPS
n=26
1.0
Last 5 years
0.8
DCPS
n=16
1.1
0.8
0
3
1.7
Next 5 years
Slight influence
Moderate influence
Significant influence
1.8
No influence
1.0
1.4
Americas n=6
APAC n=6
EMEA n=5
Next 5 years
10
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