Address your challenges on strategic planning, growth aspirations, product development, brand optimization, marketing effectiveness, and client segmentation with focused thought leadership and best-practice information from propriety research.
Tap into web-based regional and global primary data derived from interviews with 3,000 institutional investors, 50+ leading investment consultants, and gatekeepers at leading distributors in one central convenient location on demand.
Proprietary Research: Comprehensive library of market data on asset allocation, target allocation shifts, manager/product usage and demand, new business development, intermediaries.
Thought Leadership: Actionable insights on institutional distribution, relationship management, the evolving role of products to solutions, and much more.
Community: Professional enrichment from a network of peers to drive future topics and participation in conferences and webinars.
The blurring of lines between asset management and investment consulting represents a huge challenge to asset managers, since roughly 90% of their institutional clients rely on consultants for guidance.
The results of Greenwich Associates 2016 Global Exchange-Traded Funds Study reveal that institutional investment in exchange-traded funds is growing, as new users introduce ETFs into their portfolios and existing investors expand allocations to the...
In this paper, we will show how commercial banks can employ CEM principles and techniques to energize internal referral processes to boost new customer acquisition and expand share of wallet with existing clients.