U.S. RIAs Expand Their Use of ETFs

Greenwich Report
December 2018 By: Andrew McCollum
Learn about the major trends fueling the expansion of ETFs within the investment portfolios of U.S. RIAs, and how they will impact future investments and portfolio allocations.
Asset managers looking to win retail investment assets must become more nimble and responsive to shifts in a global markets, according to banks, financial advisors, insurers and other companies that distribute retail investment funds across Europe...
Over the first half of 2018, Greenwich Associates conducted a unique global research initiative aimed at better understanding institutional attitudes and needs around environmental, social and governance (ESG) investing.
Volatility and slowed business momentum has added uncertainty and introduced an element of downside risk that could push final pay numbers lower if markets remain unsettled.
This new Greenwich Report takes a deeper dive into what it will take for asset managers to compete and succeed in a maturing industry.
U.S. institutions are especially bullish about expected bond ETF allocations, targeting increases of almost 30%.
Institutional assets available to asset management firms in Asia topped $3 trillion for the first time this year, as central banks, large pension funds and other institutional investors continued diversifying their portfolios and outsourcing assets.
Recognizing that marketing activities are going to shape the future of the firm and the industry as a whole is an important milestone for any organization striving to survive and thrive in the years ahead.

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