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Greenwich Associates interviewed regional and local fund selection decision-makers at leading intermediary distributors in Europe, covering quantitative and qualitative evaluations of investment managers. This report provides competitive insights on...
A comprehensive analysis of sales, consultant relations and client service productivity.
Institutions are pushing asset managers beyond a focus on relative investment performance and towards providing outcomes that address their holistic portfolio needs.
Portfolio allocations continue to shift slowly from domestic equities to non-traditional categories, though diverging objectives lead to very different allocations across investor types.
Fees paid to external managers of Defined Benefit plans and investment pools.
Investment returns remained illusive for large institutional investors in 2016 (through Q2). Total assets grew 4% over the past year, with only 1% of the growth coming from investment returns.
Institutions report greater appetite for manager hiring across a range of active equity, fixed income, and alternative categories.
Managers are starting to utilize next generation segmentation approaches which move beyond demographic characteristics, focusing instead on client needs and behaviors.
Shifts in allocations vary dramatically by product category and channel. About 27% of corporate investors expect to significantly increase allocations over the next three years to U.S. fixed-income active investments.
Corporate DC plans decreased allocations for active U.S. and international equities.

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