ETFs have long been used by insurance companies for equity exposure, but a change in the statutory accounting treatment of fixed income ETFs has helped open up the rest of an insurance company’s general account for increased use of the vehicle.

U.S. RIAs Expand Their Use of ETFs

Greenwich Report
December 2018 By: Andrew McCollum
Learn about the major trends fueling the expansion of ETFs within the investment portfolios of U.S. RIAs, and how they will impact future investments and portfolio allocations.
Asset managers looking to win retail investment assets must become more nimble and responsive to shifts in a global markets, according to banks, financial advisors, insurers and other companies that distribute retail investment funds across Europe...
Over the first half of 2018, Greenwich Associates conducted a unique global research initiative aimed at better understanding institutional attitudes and needs around environmental, social and governance (ESG) investing.
This new Greenwich Report takes a deeper dive into what it will take for asset managers to compete and succeed in a maturing industry.
U.S. institutions are especially bullish about expected bond ETF allocations, targeting increases of almost 30%.

Letting ETFs Stand on Their Own

Greenwich Report
August 2018 By: Kevin McPartland
A change in mindset is clearly needed, both for how the buy-side looks to ETFs as an active part of their portfolio and how the sell side offers clients access to the ETF market.
Recognizing that marketing activities are going to shape the future of the firm and the industry as a whole is an important milestone for any organization striving to survive and thrive in the years ahead.

2019 Competitive Challenges Conference

Mark your calendar now for the 16th annual conference!

Date October 16-17, 2019
Location The Langham Hotel | Chicago, IL
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