Canadian institutions are at the forefront of a growing move by institutions around the world to integrate exchange-traded funds (ETFs) into their portfolios.

Greenwich Associates interviewed 163 small businesses and 209 mid-sized companies about their switching banks and digital banking capabilities.

Review the market position of leading investment consultancies in the United States employed by influential institutional investors.

Exchange-listed options are a popular tool, as they offer relatively high transparency and price discovery compared to some other derivatives products. They also provide lower regulatory complexity and counterparty risk.

Review the market position of leading investment consultancies in Canada employed by influential institutional investors.

Across the board, Asian institutions are integrating ETFs into their portfolios as a standard tool for obtaining beta exposures in their allocations in both active and passive strategies.

The continued pressure on plan sponsors to close funding gaps while simultaneously managing risk budgets is forcing U.S. institutional investors to take a hard look at their portfolio allocations.

The annual analysis is based on reporting hiring expectations of influential institutional investors in the United States.

Institutions are making greater use of ETFs in strategic portfolio functions. They are using ETFs to obtain investment exposures in “core” portfolio allocations, and as building blocks in top-down strategies that create alpha through asset...

This Competitive Challenges presentation covers a comprehensive analysis of sales, consultant relations, and client service productivity, including side-by-side comparisons with customized peer groups of competitors.