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.
Product demand will increasingly reflect specific investor needs.
Target date funds continue to occupy a larger proportion of DC investors' portfolios, mainly at the expense of stable value.
Average fees paid in equities and fixed income show slight decreases in 2015 from the year prior.
Allocations to equities and domestic fixed income are expected to decline with flows going to international fixed income and real assets.
Philips, Hager & North holds a significant market position in Canadian fixed income management.
Pimco and Blackrock hold a significant market position in U.S. fixed income management.
Average fees paid in equities and fixed income show slight decreases in 2015 from the year prior.
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%.
Total Canadian institutional assets grew by 9%, off from last year's increase of 13%.
Canadian institutions rank as some of the most active and sophisticated ETF investors in the institutional marketplace.
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