Greenwich Associates provides a detailed roadmap, the CEM Maturity Path, of a customer experience management development process identified through its work helping banks design and implement CEM...
The results of Greenwich Associates 2015 U.S. Institutional Investors Study show that despite 3% growth in portfolio assets, funding levels for U.S. pension funds were flat from 2014–2015 at well...
The role of the sell-side Order Management System (OMS) has moved beyond simply receiving and routing client orders. Today its functionality has grown to encompass all facets of the trade lifecycle,...
The liquidity profile of the corporate bond market has undergone significant change. Institutional investors broadly agree that the amount of principal-sourced dealer liquidity has declined in the...
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Negative interest rates and upheaval among providers of essential cash management systems have propelled cash and liquidity management to top priority for large European companies.
The European...
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The fixed-income market has proven challenging since the financial crisis.
The market rarely does what investors expect, and dealers have seen their profits cut by new regulations, low...
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With much of the SEF mandate shock behind us and true execution data more readily available than ever before, examining the order book’s potential beyond its current usage is prudent. For...
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A formal review meeting with an investment consultant can be a make-or-break moment for an asset manager. A chance to meet a consultant face-to-face for a formal meeting represents the culmination of...
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As the complexity of U.S. equity trading continues to escalate, institutional investors leveraging transaction cost analysis (TCA) for post-trade analysis and compliance reporting are now looking at...
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The institutional financial markets are undergoing continual change as new regulatory requirements and technological advances make change inevitable.
This report estimates that buy-side...