Outsourced chief investment officer (OCIO) is one of the hottest topics of conversation in our ongoing dialogue with managers, consultants and institutional investors.

The Power of Focus

Greenwich Report
March 2018 By: Davis Walmsley, Sara H. Sikes
Investors are increasing allocations to focused strategies, or investment strategies, consisting of approximately 50 or fewer securities.
The 2017 Greenwich Quality Leaders in U.S. Institutional Investment Management Services are Baillie Gifford, NISA Investment Advisors and PIMCO. These firms have distinguished themselves from competitors by delivering high levels of service and...
The 2017 Greenwich Quality Leaders in Canadian Institutional Investment Management Services are Addenda Capital, Greystone Managed Investments Inc. and Phillips, Hager & North Investment Management. 
For centuries, corporate and consumer lending has followed a traditional model in which financial institutions act as centralized counterparties, making loans funded by deposits. 
Asian fund managers have been active in developing and distributing a large number of investment products, while fund distributors have become very selective in which products they actively promote with clients.
As investment needs and regulatory requirements become more complex, insurance companies globally are increasingly turning to external asset managers for help with specific investment strategies and solutions.
The blurring of lines between asset management and investment consulting represents a huge challenge to asset managers, since roughly 90% of their institutional clients rely on consultants for guidance.

2018 Competitive Challenges Conference

Join top leaders from the asset management community at the 15th annual conference!

Theme: Charting a New Course: Executing Change to Drive Profitable Growth

Date October 16-17, 2018
Location The Resort at Pelican Hill | Newport, CA
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