Baillie Gifford, Phillips, Hager & North Investment Management and PIMCO are the 2016 Greenwich Quality Leaders℠ in Canadian Institutional Investment Management Service. These firms have distinguished themselves by building strong relationships based on a deep understanding of institutions’ circumstances and needs.
“Institutional investors are looking to their asset managers for advice and support,” says Greenwich Associates Managing Director Davis Walmsley. “The 2016 Quality Leaders established trusted advisor relationships with their clients within a specific asset class or at the portfolio level.”
Delivering this type of client service is a complex undertaking involving many moving parts. The Greenwich Quality Index assesses factors ranging from the quality of reporting, formal investment reviews, informal meetings and thought leadership materials, to a manager’s ability to understand client needs and credibility with the investment committee.
Between July and October 2016, Greenwich Associates conducted 214 interviews with senior professionals at the largest tax-exempt funds in Canada, including corporate funds, Canadian subsidiaries of U.S. corporate funds, public sector and provincial funds, endowments, and foundations.
Study participants were asked to provide quantitative and qualitative evaluations of their asset managers, including qualitative assessments of those firms soliciting their business and detailed information on important market trends.