A good broker can transform an equity trader’s day. They’re not just order-takers, they’re problem-solvers, partners and sometimes even advisors. But reaching that level of trust and understanding requires give and take. Communication is key—and sometimes, that means having tough conversations. To spark a healthy dialogue, we surveyed 40 U.S. buy-side traders about what they wish their brokers understood better about their daily grind.
Corporate DC plans decreased allocations for active U.S. and international equities.
Fees paid to external managers of Defined Benefit plans and investment pools.
Staffing and allocation of time spent on treasury and cash management functions by treasury professionals from the 2016 banking and cash management studies.
Managers are starting to utilize next generation segmentation approaches which move beyond demographic characteristics, focusing instead on client needs and behaviors.
Investors continue to express frustration with credit market liquidity, but massive efforts undertaken by market participants and service providers are finally starting to ease the pain.
This report provides detailed information from large corporates regarding their cash management relationships with their banks and non banks, service quality and product usage.
Fees remained largely stable in 2016 for Active Canadian Equity Managers, Active U.S. Equity Managers, Active Int'l/EAFE Equity Managers, Active Canadian Fixed Income Managers.
Managers are starting to utilize next generation segmentation approaches which move beyond demographic characteristics, focusing instead on client needs and behaviors.
This report provides detailed information from large corporates regarding their trade finance activities and types of trade finance relationships with their banks and non banks, service quality and product usage.
Despite a volatile year in the markets, Canadian plans improved funding levels, but appear to be more focused on managing risk going forward. Managers are focusing more on outcome oriented strategies to address the shifting needs of institutional...
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