A shift to more targeted and even selective sales strategies based on persona-based client segmentation models would benefit investment managers and clients alike.

Identify which stage of the CEM Maturity Path your customer experience program is in today and where it can go from here.

The role of the sell-side Order Management System (OMS) has moved beyond simply receiving and routing client orders. 

Among participants, most believe this “new normal” is a risk to their portfolio, and over half anticipate further declines in liquidity provided by dealers.

Negative interest rates and upheaval among providers of essential cash management systems have propelled cash and liquidity management to top priority for large European companies.

The use of fixed-income trading analytics has seen a slow but steady growth trend for the last four years.

For asset managers who act as a fiduciary for their clients, ensuring that they achieve best execution is not only important, but required.

Greenwich Associates presents best practices for meetings with investment consultants.

With the challenge of controlling all aspects of order placement across the 40 or so brokers that the buy side uses on average, venue-level TCA is a relatively new trend that is quickly gaining traction.  

This research also details how trading desks allocate their technology budget to cover various expenses like terminals, hardware and OMS/EMS.