Asset Management

Global Asset Management: Drivers of Success on Intermediary Fund Platforms

4 May 2016 By: Davis Walmsley, Andrew McCollum

For asset managers selling their products on intermediary platforms, the landscape is changing quickly.

Canadian Pension Funds Eye Liability Management, Portfolio Diversification

28 April 2016 By: Davis Walmsley

With global markets in the grip of volatility, near-fully funded Canadian pension funds are turning their attention to liability management and planning to shift assets from domestic equities and bonds into areas such as international fixed income,...

Smarter Engagement Strategies Would Benefit Asset Managers and Their Clients

15 April 2016 By: Andrew McCollum, Davis Walmsley

A shift to more targeted and even selective sales strategies based on persona-based client segmentation models would benefit investment managers and clients alike.

2015 United States Institutional Investors - Investment Consulting Business

15 April 2016

View market position for investment consultants in the U.S. and those cited as the "most important" relationship.

2015 Canadian Institutional Investors - Investment Consulting Business

15 April 2016

View market position for investment consultants in Canada and those cited as the "most important" relationship.

2015 Japanese Institutional Investors - Competitive Positioning

15 March 2016

Mitsubishi, Sumitomo and Mizuho hold a significant market position in Japanese investment management.

Best Practices in Formal Meetings with Investment Consultants

3 March 2016 By: Taeko Sumiyoshi, Tomio Sumiyoshi, Davis Walmsley

Greenwich Associates presents best practices for meetings with investment consultants.

2015 Asia Intermediary Distributors - Regional/Local Gatekeepers

25 February 2016

As distributors demand more from their investment partners, managers have to be more attentive to the nuances of client relationships in order to stand out above their competitors.

2015 Global Intermediary Distributors - Global and Regional/Local Gatekeepers

25 February 2016

As distributors demand more from their investment partners, managers have to be more attentive to the nuances of client relationships in order to stand out above their competitors.

Institutions Seek Asset Managers Providing Superior Service and “Solutions”

10 February 2016 By: Davis Walmsley

In volatile markets, client service can be the make-or-break factor for investment management firms when it comes to winning—or losing—customers and assets.

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"Providing personalized investment research is more important than ever" says Dan Connell, @CoalitionGrnwch "With less face-to-face contact, asset managers must make a conscious effort to provide the personal touch that many institutional investors expect."https://t.co/IW5pbvu5y5
3 years 1 week ago
Credit platforms shaking off signs of industry maturation https://t.co/FmipFCJQzI via @theterminal #CoalitionGreenwichData
3 years 1 week ago
Over two in five (41%) small to midsize businesses are experiencing tighter lending standards today than they saw in early 2021, and one-quarter of those have seen credit tighten considerably. This is according to the latest Greenwich Market PulseÂ research.https://t.co/JjEXigKjM8
3 years 1 week ago

Global Asset Management: Drivers of Success on Intermediary Fund Platforms

Canadian Pension Funds Eye Liability Management, Portfolio Diversification

Smarter Engagement Strategies Would Benefit Asset Managers and Their Clients

2015 United States Institutional Investors - Investment Consulting Business

2015 Canadian Institutional Investors - Investment Consulting Business

2015 Japanese Institutional Investors - Competitive Positioning

Best Practices in Formal Meetings with Investment Consultants

2015 Asia Intermediary Distributors - Regional/Local Gatekeepers

2015 Global Intermediary Distributors - Global and Regional/Local Gatekeepers

Institutions Seek Asset Managers Providing Superior Service and “Solutions”

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