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.
Featured Blog
The unspoken truth: What equity traders wish their brokers understood (but are too polite to say)
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.
Banks and their customers could reduce risk, save billions of dollars and improve investment returns by optimizing their portfolios in the newly reformed interest rate derivatives market—all while reducing the risk in the system.
Institutional investors are open to a range of new solutions to counteract diminished liquidity in the market for off-the-run U.S. Treasuries.
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.
Putting Alternative Data to Use in Financial Markets
Greenwich Report
Alternative data is becoming a coveted tool for institutional investors seeking alpha.
Active Strategies, Indexing and the Rise of ETFs
Greenwich Report
September 7, 2017
By:
Andrew McCollum
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.
Banks that limit their customer experience management (CEM) programs to “front-office” or customer-facing staff are not addressing every element that affects customers.
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.
In FX E-Trading, Innovations and Efficiencies May Boost Growth
Greenwich Report
The impressive adoption of e-trading in FX over the past decade stands out not only versus other asset classes, but also because it has developed via natural market demand and not regulatory mandate.
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