Featured Greenwich Report

The Persona Playbook

When paired with tried-and-true demographic methodologies as well as other more qualitative overlays, managers and consultants can use persona segmentation to develop stronger, longer-lasting and more profitable client relationships.

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While many banks and financial institutions cite loyalty or customer experience as top strategic priorities, surprisingly few firms are fully realizing the potential value from their programs.

Although exchange-traded funds are a relatively recent addition to institutional investing in Latin America, ETFs are quickly taking on an important role in institutions’ portfolio management toolkits. Institutions in Latin America are introducing...

The Persona Playbook

Greenwich Report
April 18, 2017 By: Christopher Dunn

We segmented institutional investors into six categories to provide asset managers and consultants with a more actionable segmentation approach...

ETFs: Asian Institutions Broaden Applications

Greenwich Report
February 21, 2017 By: Andrew McCollum

Exchange-traded funds continue to attract new institutional users and assets in Asia, driven by significant growth among asset managers, institutional funds and insurance companies. The results of the Greenwich Associates 2016 Asian ETF...


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