Outsourced chief investment officer (OCIO) is one of the hottest topics of conversation in our ongoing dialogue with managers, consultants and institutional investors.

The Power of Focus

Greenwich Report
March 2018 By: Davis Walmsley, Sara H. Sikes
Investors are increasing allocations to focused strategies, or investment strategies, consisting of approximately 50 or fewer securities.
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.
European institutions have the investment capabilities and expertise required to take on trade finance as a new asset class.
Alternative data is becoming a coveted tool for institutional investors seeking alpha.
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...

Client Journey Mapping

Greenwich Report
September 2017 By: Mark Buckley
Considering approximately 70% of an investor’s perception of an asset manager is linked to investment performance, best-in-class managers consider the steps they can take to excel in servicing.
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.

2018 Competitive Challenges Conference

Join top leaders from the asset management community at the 15th annual conference!

Theme: Charting a New Course: Executing Change to Drive Profitable Growth

Date October 16-17, 2018
Location The Resort at Pelican Hill | Newport, CA

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