The COVID-19 crisis will accelerate structural changes impacting the asset management industry prior to the pandemic—including greater demand for advice, rising expectations for enhanced digital...

In July of 2020, the long-awaited SEC Rule 606(b)(3) instituting not-held order disclosures (aka “Institutional 606”) came into final effect. What was not so certain was whether the buy side...

As bankers gather for fourth-quarter planning meetings and annual industry events like SIBOS, we should all take a moment to be thankful we are nearing the end of what will go down in history as one...

While once a means primarily to improve efficiency, organizations are now leveraging technology to find innovative ways to drive improvements in both the top and bottom lines. Whether utilizing...

Rather than pursuing a single business outcome, transformations should be considered in light of their impact on the entire technology environment, and on employees and customers alike. Cloud...

In this Greenwich Report, we examine the role that selecting the right vendor plays in the overall success of technology transformations and how that vendor can help avoid many of the common...

In this Greenwich Report, we focus on the technology provider relationship: specifically, how an outcome-oriented partnership between services provider and client is essential if financial...

Trading desks run by asset managers and hedge funds have long been supported by a combination of portfolio management systems (PMS), order management systems (OMS) and execution management...

This report is based on the results of a special study, conducted by Greenwich Associates in partnership with Lord Abbett, to better understand how institutional investors viewed the risk,...

This research examines the growing role of media as an influencer of/for financial advisors. We start by assessing the current landscape of financial advisors, including how they spend their time...