Press Releases

Plan Sponsors Ask Retirement Recordkeepers for Help Guiding Plan Participants to Financial Wellness

November 1, 2022

Although plan sponsors and investment consultants give high marks to their retirement recordkeepers, both groups are asking recordkeepers to step up their game with new products and services that help plan participants achieve a state of “financial wellness.” 

Infrastructure Preferences for Digital Asset Investors are Becoming Clearer

November 1, 2022

While there is still some divergence about the best ways to store and protect digital assets, today’s investors are seeking out institutional-grade infrastructure to support their investments in crypto. 

Gregory Schneider Joins SME Analytics Team at Coalition Greenwich

October 27, 2022

Coalition Greenwich, the leading global provider of data, analytics and insights to the financial services industry, is pleased to announce the hiring of Gregory Schneider as Director on the SME Analytics team.

New Tech, Increasing Complexity Powering Quantimental Strategies for Fixed-Income Investors

October 26, 2022

As fixed-income markets become digital, faster and more complex, institutional investors are adopting quantimental investment approachs.

In European Trade Finance, It is All About Pricing

October 26, 2022

Robust trade flows and lingering supply chain disruptions are driving up demand for bank trade finance services among Europe’s largest companies. 

Market Gyrations Put Bank Risk Management Systems to the Test

October 18, 2022

A series of recent unprecedented events have disrupted traditional macroeconomic patterns used in bank risk modeling and left financial institutions wondering if the data and tools they use to measure market and credit risk are up to the task. As market volatility spikes in a post-pandemic world characterized by surging inflation, rapidly rising interest rates and war, banks and bond dealers are scrutinizing their risk management processes. 

Decline in Client Satisfaction is Ominous for Smaller U.S. Commercial Banks

October 18, 2022

Relationships between banks and their commercial clients have hit a rough patch. Over the past year, key measures of client satisfaction have tumbled for U.S. commercial banks.

Financial Professionals Turn to Mobile Apps

October 11, 2022

Three-quarters of portfolio managers and financial analysts globally use mobile apps multiple times a day for work. This heavy usage is part of a broad embrace of mobile apps by financial services professionals that only accelerated during the movement to remote and hybrid working arrangements and shows no signs of abating.

U.S. Commercial Executives are Growing Impatient with Bank Integrations

October 4, 2022

About 1 in 4 business owners and executives say they would likely switch banks if their current provider announced a merger or acquisition. 

Established Investment Managers and Alternatives Experts Winning Institutional Mandates in Asia

October 4, 2022

Asset owners in Asia are gravitating to established investment managers in traditional asset classes who can deliver stability, along with top-notch client service and advice.