In The News

S&P Global Market Intelligence: With COVID-19 preventing most physical meetings, asset managers have had to work harder on developing new client relationships, Mark Buckley said.

Business Insider: "Firms need to evolve their policies," Danielle Tierney, who has done extensive research on risk and compliance. "They need to spend the money and just get it done."

Globe and Mail: Financial advisors are increasing their presence on top Social Media platforms.

ETF Express: A survey conducted by Greenwich Associates in March 2020 found that almost 60% of institutional funds and insurance companies expect that 50%  of their assets are managed with an ESG criteria within 5 years.

Financial Brand: Greenwich Associates recently found that nearly 30% of surveyed small business owners had a lower opinion of their bank after seeking a Paycheck Protection Program loan, and suggested the number of firms searching for a new...

Financial News: “Any of those you’d consider a major firm is absolutely reviewing policies if they have not yet updated them,” Tierney said, adding that she expected the majority of big finance firms to enable their employees to use monitored...

Financial News: In fixed income, 37% of all transactions were electronic last year, according to research from Greenwich Associates, an increase from 18% in 2011. 

Banking Exchange: In June, Greenwich Associates found that one third of small- and mid-sized companies were considering switching their bank in the wake of the pandemic, citing banks’ ability and willingness to process PPP loans.

The Desk: Greenwich Associates has defined a proposed set of standards, and it says nearly every US corporate bond trade executed could be defined by assigning one value of four categories.

American Banker: Ken Monahan, at Greenwich Associates, stated some prospects are searching for a safe place to retailer the property and maybe a solution to borrow towards them.