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.
For asset managers selling their products on intermediary platforms, the landscape is changing quickly.
With global markets in the grip of volatility, near-fully funded Canadian pension funds are turning their attention to liability management and planning to shift assets from domestic equities and bonds into areas such as international fixed income,...
A shift to more targeted and even selective sales strategies based on persona-based client segmentation models would benefit investment managers and clients alike.
Greenwich Associates presents best practices for meetings with investment consultants.
Exchange-traded funds (ETFs) have established themselves as important components of Asian institutional investment portfolios.
ETFs are becoming a staple of European institutional equity portfolios.
Canadian institutions rank as some of the most active and sophisticated ETF investors in the institutional marketplace.
The growth in institutional investment in exchange-traded funds (ETFs) can be attributed to a single factor, versatility.
Recent good times for the buy side could be coming to an end.
A game-changing, persona-based client segmentation model for the European institutional marketplace.
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