Fund professionals from leading institutional investors (corporate & public plan sponsors, endowments, foundations, insurance funds, etc.) inform their portfolio strategies and receive competitive insights on asset management & investment consulting firms.

Your peers, Chief Investment Officers, Chief Financial Officers, Directors of Investments, Pensions and Benefits, Heads of Asset Management, Treasury and Financial Professionals, Portfolio Managers, Trustees and Investment Consultants evaluate the quality of products and services received by asset management providers.

Benchmark Your Portfolio Strategies & Manager Relationships


Asset Allocation & Products

  • Explore asset allocation and product usage strategies by type, size of fund and geography
  • Expand filters for deeper insight and analysis
  • Compare product demand for a variety of asset classes
  • Download data to Excel to meet your business needs and prepare for annual meetings



Benchmarks: Compare your data to your peers to understand how your organization accesses services relative to the market.

Compensation: Review total compensation for staffing, budgeting and personal benchmarking.

Rankings/Awards: Identify top-performing financial providers for overall quality & service. 

Market Trends: Analyze key topics and industry trends.

Professional Enrichment: Access relevant white papers, insights and presentations.

Custom Analytics: Request customized, in-depth analysis and research for your specific needs.

In exchange for your time, we provide you with peer-based market intelligence segmented to investor type, size of fund and geography to:

  • Make informed decisions 
  • Meet the fund’s goals and objectives
  • Receive best-in-class services, products and solutions from managers

Make the Connection with Greenwich Exchange — Join the Conversation. 

Contact Us to Learn More (+1 203.625.5038 | ContactUs@greenwich.com)