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...

Overall executive optimism has turned slightly positive. Those with a negative outlook voice concerns around the continued impact of the pandemic on the economy as a whole, while those with more...

This report provides information from intermediary distributors in Europe.

This report provides information from intermediary distributors in Asia.

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...

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...

Compensation Benchmarks for Personnel and Staffing Decisions. Compare salary and bonus versus those of peers by similar tenure and job function for institutional investors across Asia (ex. Japan).

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...