Greenwich Research

Greenwich Associates issues more than 450 research reports per year. Access them and learn more about our research process here.

Canadian Institutions Look to ETFs for Both Strategic and Tactical Applications
(Greenwich Report, 8 Pages)

19 August 2014

As institutional funds and asset managers seek new ways to achieve investment exposures and access liquidity, more institutions are looking at ETFs not just as tools for tactical portfolio adjustments, but as a means of efficiently implementing their broader investment strategies.

German Investment Management: 2014 Greenwich Quality Leaders
(Awards White Paper, 3 Pages)

12 August 2014

German institutional investors are adjusting investment strategies and portfolio allocations in an attempt to generate yield amid low interest rates and declining return expectations. As they do so, they give top marks to Allianz Global Investors and PIMCO — the 2013 Greenwich Quality ...

Canadian Fixed-Income: Big Six Becomes Big Seven
(Awards White Paper, 4 Pages)

11 August 2014

It’s official: The Canadian Big Six are now the Big Seven. Desjardins Capital Markets has joined RBC Capital Markets, TD Securities, BMO Capital Markets, Scotiabank, CIBC, and National Bank Financial to gain entry into the country’s exclusive top tier of dealers.

2014 Fixed Income Investors - Canada
(Compensation, 32 Pages)

11 August 2014

Compensation for financial professionals trading Fixed Income products in Canada increased slightly in the past 12 months.

2014 Fixed Income Investors - United States
(Compensation, 27 Pages)

11 August 2014

Compensation for financial professionals trading Fixed Income products in the U.S. increased slightly in the past 12 months.

2014 Retail Structured Products Compensation - U.S.
(Compensation, 21 Pages)

11 August 2014

Compensation for retail structured products professionals remained flat.

Regulations Fail to Democratize Interest-Rate Trading
(Greenwich Report, 8 Pages)

06 August 2014

U.S. institutional investors concentrate even more of their rates-trading business with big banks.

Beyond the Value Proposition: Branding Best Practices for Institutional Asset Managers
(Greenwich Report, 20 Pages)

05 August 2014

Branding is emerging as a top priority for asset managers post-crisis, but when it comes to building a strong brand and differentiating themselves from competitors, asset management companies face specific challenges.

U.K. Real Estate: Time to Move Beyond Low-Risk Senior Debt?
(Greenwich Report, 2 Pages)

05 August 2014

U.K. institutions investing in real estate debt may find better risk-adjusted value in whole or mezzanine loans.

Measures of Customer Experience in Institutional Financial Services
(Greenwich Report, 4 Pages)

01 August 2014

For institutional financial services, a bottom-up index such as GQI provides a window into customer business allocations.