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How banks can prepare for a future with AI

We strongly believe the human banker will remain the cornerstone of commercial and corporate banking relationships.  Going forward, AI will make bankers more effective in their client interactions by customizing presentations, generating personalized insights and recommendations, and contributing to solutions tailored to individual clients.

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Banks AI Prepare

Impact Investing: Individual Investors Seeking New Opportunities

Greenwich Report
February 16, 2017 By: Andrew McCollum

Greenwich Associates interviewed 52 platform decision-makers and 151 financial advisors across channels including broker-dealers, private banks, insurance companies, and registered investment advisors (RIAs) to better understand how the intermediary...

Is There a Future for Active Management?

Greenwich Report
February 9, 2017 By: Andrew McCollum, Davis Walmsley, Christopher Dunn, Mark Buckley

There is no doubt that institutional investors are shifting investment assets into lower-cost passive strategies. But, reports of the death of active management are not just premature, they are altogether incorrect. Greenwich Associates is...

Another Gloomy Bonus Season for the Buy Side

Greenwich Report
December 13, 2016

Pay levels in the asset management industry are on the decline in 2016—marking the second consecutive year of reduced compensation for professionals at traditional asset management firms and the third for hedge funds.

Embracing Institutional Investors' New DNA

Greenwich Report
November 7, 2016

Greenwich Associates has unique insights to help consultants and managers quantify the value of specialization through client segmentation. Our findings are based on data regarding investment consulting firms and are also applicable to investment...

For many finance executives, social media is an important part of their professional lives. It is used to engage with peers and colleagues, to research sales leads, to learn from industry leaders, and even as a source of alpha for certain strategies...

Institutional Investors Embrace Bond ETFs

Greenwich Report
September 21, 2016 By: Andrew McCollum

The difficult trading environment in bond markets is fueling the use of bond ETFs in institutional portfolios.

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