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.
Review key industry trends for the institutional investors market in Asia (ex. Japan).
Examine institutional investors’ needs and preferences in each stage of the client journey, from sales and onboarding to client servicing and relationship reviews.
Explore how sales and marketing collaboration via shared responsibilities, focus on developing strategic partnerships, and elevation of targeted thought leadership initiatives can be optimized to increase efficiencies and win rates.
Interest rates at a 15-year high and the mini bank crisis of March 2023 have been a double whammy for small and midsize corporate borrowers, making it expensive and sometimes impossible for them to get the funding they need to expand or survive.
Once they have decided to make a change and to evaluate new managers, how do investors go about the manager selection process? To what extent do broader factors such as brand and culture play a role? What are the key steps that managers should take...
What are the greatest detractors or creators of value in the client experience? What tools, technologies and channels are managers utilizing to reduce friction in the client journey? How can managers deliver a truly differentiated client experience...
OCIO adoption has matured into a common solution to challenges facing institutional investors of different types and sizes. Review considerations including governance, fee transparency, asset allocation.
Institutional Investor demand for Private Market investments remains very strong across multiple asset classes, with both traditional and specialist managers vying for market share. However, changes in the market environment have impacted investors...
Investment Consultants role as a key intermediary to over 85% of asset owners in the U.S. and U.K. has led to manager research teams being inundated with requests to initiate coverage on new strategies, in addition to remaining current on existing...
A state of the market update covering investor preferences & imperatives, as well as how asset managers can remain agile in challenging markets and offer a differentiated value proposition.
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