Press Releases

Asset managers are under growing pressure to analyze every detail of every trade. This pressure is spurring demand for transaction cost analysis systems (TCA) on equity trading desks, and increasingly in other classes including FX and fixed income.

Greenwich Associates today named NEPC, Pavilion Advisory Group and Segal Marco Advisors as the 2016 Greenwich Quality Leaders among Large U.S. Investment Consultants and AJO, Baillie Gifford and NISA Investment Advisors the 2016 Greenwich Quality Leaders in U.S. Institutional Investment Management Service.

Greenwich Associates today named Baillie Gifford, Phillips, Hager & North and PIMCO as the 2016 Greenwich Quality Leaders in Canadian Institutional Investment Management Service.

The competitive dynamics of Asia’s corporate banking market are changing rapidly. The list of Greenwich Associates 2017 Share Leaders in Asian Large Corporate Banking is topped by familiar names. HSBC leads with 54% market penetration, followed by Standard Chartered and Citi, which are tied for second at 43%. ANZ Bank and DBS Bank tie for fourth at 28%. The situation is much the same in Large Corporate Cash Management, where HSBC and Citi are statistically tied for first place with market penetration scores of 31%–32%, followed by Standard Chartered at 22%, Bank of China at 17%, and DBS and Deutsche Bank sharing the No. 5 spot with scores of 14%–15%.  These regional leaders represent only the tip of the iceberg when it comes to companies’ options for banking services. Asia is a highly heterogeneous group of markets, many of which support “national champions” whose businesses are growing in step with their domestic markets and becoming increasingly competitive on a domestic level. 

Although MiFID II is being implemented by regulators in the European Union, it could change the way investors pay for equity research around the world. Such a global shift will have a profound impact on the businesses of bulge bracket brokerage firms and other research providers. 

For Canadian institutional investors, exchange-traded funds have taken on the role of a multi-purpose tool for portfolio management. 

Artificial intelligence (AI) will disrupt all areas of institutional finance, from trading, compliance and sales to research and idea generation. A new report from Greenwich Associates provides a primer on the different types of AI technologies, analyzes how AI will impact institutional business lines, and identifies 11 Fintech startups positioned to drive that change.

The results of the annual Greenwich Associates European Large Corporate Banking Study show that over the past 12 months, relatively large numbers of large companies have changed banks, and a surprising 40% of large companies express a strong willingness to switch banks in the year ahead. This activity is having a significant impact on the businesses of banks that have secured spots on the list of the Greenwich Associates 2017 Share and Quality Leaders in European Large Corporate Banking. 

Institutional assets are flowing into exchange-traded funds as U.S. institutions integrate ETFs into essential functions ranging from risk management and liquidity enhancement to the generation of income and yield in a challenging interest-rate environment.

Institutional investors in 2016 increased budgets to fixed-income trading desks in preparation for shifts in the interest-rate environment, and continued to ramp up IT budgets to keep pace with the dramatic changes technology is triggering in financial markets around the world.