The blurring of lines between asset management and investment consulting represents a huge challenge to asset managers, since roughly 90% of their institutional clients rely on consultants for guidance.

European institutions have the investment capabilities and expertise required to take on trade finance as a new asset class.

As the number of exchange-traded funds (ETF) model portfolios grows, broker-dealers, fund platforms and other distributors of these vehicles face an increasingly complex task in selecting the right portfolios and providers.

In this Greenwich Associates research report, we examine these dynamics more closely and discuss how active asset managers can adjust to the ongoing shift toward passive.

Alternative data is becoming a coveted tool for institutional investors seeking alpha.

The results of Greenwich Associates 2016 Global Exchange-Traded Funds Study reveal that institutional investment in exchange-traded funds is growing, as new users introduce ETFs into their portfolios and existing investors expand allocations to the...

Considering approximately 70% of an investor’s perception of an asset manager is linked to investment performance, best-in-class managers consider the steps they can take to excel in servicing.

In this paper, we will show how commercial banks can employ CEM principles and techniques to energize internal referral processes to boost new customer acquisition and expand share of wallet with existing clients.

While many banks and financial institutions cite loyalty or customer experience as top strategic priorities, surprisingly few firms are fully realizing the potential value from their programs.

Although exchange-traded funds are a relatively recent addition to institutional investing in Latin America, ETFs are quickly taking on an important role in institutions’ portfolio management toolkits. Institutions in Latin America are introducing...