Institutional Investing

Expected Allocation Shifts in Institutional Asset Management – U.S.

7 January 2019

This report provides detailed information from institutional investors in the U.S. on expected shifts over the medium term in allocation changes.

Defined Contribution in Institutional Asset Management – U.S.

7 January 2019

This report provides detailed information from institutional investors in the U.S. on defined contribution, including insights into asset allocations, fees paid, and FTEs for DC plans.

Asset Allocation Trends in Institutional Asset Management – U.S.

7 January 2019

This report provides detailed information from institutional investors in the U.S. on current asset allocations in their investment portfolios.

U.S. RIAs Expand Their Use of ETFs

21 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.

To Win Retail Assets, Managers Must Respond Nimbly to Global Market Shifts

29 November 2018 By: Parijat Banerjee

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...

ESG Investing: The Global Phenomenon

28 November 2018 By: Parijat Banerjee, Mark Buckley, Andrew McCollum, Taeko Sumiyoshi, Tomio Sumiyoshi, Davis Walmsley

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.

Market Volatility Adds to Uncertainty in 2018 Compensation Season

27 November 2018 By: William Llamas

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.

Key Trends in Fund Distribution - Asia (ex. Japan)

26 November 2018

Performance and product innovation are the top two factors influencing Asian gatekeepers’ fund choices.

Key Trends in Fund Distribution - Europe

26 November 2018

Performance, information transparency and fees are the top three factors influencing European gatekeepers’ fund choices.

2018 Investor Situations & Needs in Institutional Asset Management - Japan

9 November 2018

This report provides detailed information from institutional investors in Japan on return expectations, funding ratios, and much more.

Contact Us

+1 203.625.5038
ContactUs@greenwich.com

What We Offer

Our experts are happy to help you with your specific research needs. Schedule a consultation

Learn more..

"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
2 years 4 months ago
Credit platforms shaking off signs of industry maturation https://t.co/FmipFCJQzI via @theterminal #CoalitionGreenwichData
2 years 4 months 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
2 years 4 months ago

Expected Allocation Shifts in Institutional Asset Management – U.S.

Defined Contribution in Institutional Asset Management – U.S.

Asset Allocation Trends in Institutional Asset Management – U.S.

U.S. RIAs Expand Their Use of ETFs

To Win Retail Assets, Managers Must Respond Nimbly to Global Market Shifts

ESG Investing: The Global Phenomenon

Market Volatility Adds to Uncertainty in 2018 Compensation Season

Key Trends in Fund Distribution - Asia (ex. Japan)

Key Trends in Fund Distribution - Europe

2018 Investor Situations & Needs in Institutional Asset Management - Japan

Contact Us

What We Offer

Events

LinkedIn for Financial Services

Swiss Treasury Summit 2025

ATEB Tech Day

Our Company

Newsroom

Insights

Contact Us