Asset Management

Providing Superior Client Service Requires a “Team of Advisors” Approach

10 February 2016 By: Andrew McCollum, Davis Walmsley

U.K.-based partnership Baillie Gifford and U.S. liability-driven investment (LDI) specialist NISA Investment Advisors are the Greenwich Associates 2015 Quality Leaders in U.S. Institutional Investment Management Service.

2015 United States Institutional Investors - U.S. Equity Competitive Positioning

29 January 2016

Vanguard, SSgA and BlackRock hold a significant market position in U.S. equity management.

ETFs Take Root in Asian Institutional Portfolios

28 January 2016 By: Andrew McCollum

Exchange-traded funds (ETFs) have established themselves as important components of Asian institutional investment portfolios.

ETFs in the European Institutional Channel: 5 Key Trends

26 January 2016 By: Andrew McCollum

ETFs are becoming a staple of European institutional equity portfolios.

2015 United States Institutional Investors - Planned (Target) Allocation Shifts - Graphics

25 January 2016 By: Peter J. Lacerenza

U.S. Institutions intend to make the largest increases in target allocations over the next three years to commodities, EMD, and real estate.

2015 United States Institutional Investors - Institutional Asset Allocation - Graphics

25 January 2016

Non-traditional assets continue to inch higher, now occupying more than one-quarter of portfolio assets on average.

2015 United States Institutional Investors - Defined Contribution Asset Allocation - Graphics

25 January 2016

Target date funds continue to occupy a larger proportion of DC investors' portfolios, mainly at the expense of stable value.

2015 United States Institutional Investors - Executive Summary - Graphics

25 January 2016

Given modest asset growth and flat funding levels, institutional investors continue to face a myriad of challenges, ranging from portfolio underperformance to market volatility and risk management.

2015 United States Institutional Investors - Investor Situation and Needs - Graphics

25 January 2016

Total U.S. institutional assets increased for the sixth consecutive year, this year appreciating by approximately 3%.

2015 United States Institutional Investors - Manager Fees Paid - Graphics

25 January 2016

Average fees paid in equities and fixed income show slight decreases in 2015 from the year prior.

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Providing Superior Client Service Requires a “Team of Advisors” Approach

2015 United States Institutional Investors - U.S. Equity Competitive Positioning

ETFs Take Root in Asian Institutional Portfolios

ETFs in the European Institutional Channel: 5 Key Trends

2015 United States Institutional Investors - Planned (Target) Allocation Shifts - Graphics

2015 United States Institutional Investors - Institutional Asset Allocation - Graphics

2015 United States Institutional Investors - Defined Contribution Asset Allocation - Graphics

2015 United States Institutional Investors - Executive Summary - Graphics

2015 United States Institutional Investors - Investor Situation and Needs - Graphics

2015 United States Institutional Investors - Manager Fees Paid - Graphics

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