The editorial advisory board of The Letter – Europe meets once a year to discuss the issues and challenges facing the industry. Investors (pension funds, insurance companies, banks, family offices and sovereign wealth funds) comprise about half the board, while the remaining seats are filled with managers and consultants. This group provides a good representation of the industry — and lots of good discussion.

In last month’s “Notes & Trends”, Geoffrey Dohrmann compared and contrasted where investors in the Americas, Asia Pacific and Europe stood on a variety of issues, based on his moderating of the board meetings in the United States, Asia and Europe. This month, I’d like to go a little more into detail on what European investors are thinking.