We study the changing face of the relationship among asset managers, financial advisors and individual investors as well as the impact of new technology on the wealth management process.
Our independent third-party analyses form the basis for senior sell-side management to benchmark their client businesses, identify revenue opportunities, assess service quality, and optimize allocation of resources.
In this 2019 Deal Makers Sentiment Survey, we explore M&A and capital market outlooks, examining expectations across industry and region and highlighting the key concerns and drivers for the next 12 months.
Market structure change over the past decade has been directly or indirectly catalyzed by the credit crisis of 2008. That post-credit crisis era is now over. Here are the Top 9 Market Structure Trends for 2019 from Greenwich Associates.
An array of factors, including an information explosion, new regulations, new technologies, and evolving commercial models, are coalescing to bring about significant change in the investment research landscape.
Exchange-listed options are a popular tool, as they offer relatively high transparency and price discovery compared to some other derivatives products. They also provide lower regulatory complexity and counterparty risk.
Institutions are making greater use of ETFs in strategic portfolio functions. They are using ETFs to obtain investment exposures in “core” portfolio allocations, and as building blocks in top-down strategies that create alpha through asset...