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.
Sprucegrove, Aberdeen and J.P. Morgan hold a significant market position in non-Canadian equity management.
Non-traditional assets continue to inch higher, now occupying more than one-quarter of portfolio assets on average.
Total U.S. institutional assets increased for the sixth consecutive year, this year appreciating by approximately 3%.
Product demand will increasingly reflect specific investor needs.
Dimensional Fund Advisors, BlackRock, Vanguard, and SSgA hold a significant market position in non-U.S. equity management.
Total U.S. institutional assets increased for the sixth consecutive year, this year appreciating by approximately 3%.
Allocations to Canadian equity stabilized while international equity and fixed income increased modestly.
DB plans dominate both corporate and public plans, but the use of DC plans among public funds grew by almost 100% from 14% to 27%.
Product demand will increasingly reflect specific investor needs.
Non-traditional assets continue to inch higher, now occupying more than one-quarter of portfolio assets on average.
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