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Impact investments represent a fast-growing category among individual investors who access funds through the intermediary distribution platforms of broker-dealers, private banks, insurance companies...

Impact Investing: Institutions Awaken to New Possibilities

16 February 2017 By: Andrew McCollum
Institutional allocations to impact investing are growing rapidly and are on track for further expansion in coming years. This growth is occurring despite a lack of consensus about how...
Bank relationship managers (RMs) are getting better at providing advice to middle-market banking clients. Banks that excel in this increasingly critical area dominate the list of winners of the 2016...
An increase in the willingness of U.S. small businesses to use new providers is giving banks an opportunity to grow their franchises—if they can protect the client relationships they already have. In...

Is There a Future for Active Management?

9 February 2017 By: Andrew McCollum, Davis Walmsley, Christopher Dunn, Mark Buckley
Reports of the death of active management are not just premature, they are altogether incorrect. Greenwich Associates is optimistic about the future of active management. There is no doubt...
Greenwich Associates interviewed regional and local fund selection decision-makers at leading intermediary distributors in Europe, covering quantitative and qualitative evaluations of investment...
A combination of changes, including: rising interest rates, a less zealous regulatory environment, tax cuts, and overall optimism among business owners will provide a much-needed profit boost for...
This Competitive Challenges presentation covers a comprehensive analysis of sales, consultant relations, and client service productivity, including side-by-side comparisons with customized peer...

Trading the Auctions

2 February 2017
The exchange-operated opening and closing auctions or “crosses” are becoming an increasingly important part of the trading day, as passive investing continues to grow and traders look for...
Staffing and allocation of time spent on treasury and cash management functions by treasury professionals from the 2016 banking and cash management studies. Information also includes treasury cash...

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