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.
Corporates are seeking to derisk and diversify while publics actively seeking returns to close persisting funding gaps.
Allocations to Canadian equity continued their decline while international equity and hedge fund allocations increased modestly.
Fixed income trading desk budgets increased in 2014.
Asset allocation targets are expected to shift away from equities and towards fixed income and alternatives over the next three years.
Total U.S. institutional assets increased for the fifth consecutive year, this year appreciating by approximately 16%.
Overall, fixed income allocations outweigh equities, but this can vary significantly by country: only 23% of UK assets are fixed income, compared to 51% in Italy and 72% in France.
New manager hiring is expected to remain robust in 2015.
Use of “alternatives” continues to broaden as funds seek return and diversification benefits.
Despite robust growth in institutional assets, institutional investors continue to face myriad challenges, ranging from challenged funding levels to market volatility to smaller, less experienced staffs.
Demand for global equity is expected to be strong next year along with U.S. equity and emerging markets.
Access timely info via personalized dashboard
Receive webinar invitations and set up your preference
Save Coalition Greenwich Research in a personal folder
