Greenwich Webinars

Trends in Managing Canadian Institutional Portfolios

Greenwich Webinar
February 2015
Presenter(s): Davis Walmsley
Davis Walmsley shares recently-released research with 225 large Canadian corporate, public/provincial, endowment, and foundation funds about their latest trends for managing their funds.

From Products to Solutions - The Evolving Role of Asset Managers

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January 2015
Presenter(s): Lydia Vitalis, Andrew McCollum, Rodger F. Smith, Abhi Shroff, Davis Walmsley
Lydia Vitalis discusses the implications for managers as clients transition from seeking the best products to looking for partners to provide them with tailored, multi-product, multi-asset class solutions.

Best Practices - Institutional Distribution

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September 2014
Andrew McCollum discusses how investor expectations related to investment counseling, portfolio solutions and partnership has changed the strategies required for success in direct sales, consultant coverage and client retention.
Sara Sikes discusses why institutional asset managers have begun to focus more attention on their brands and the tactical and strategic steps you can take to ensure strong and relevant messaging to the market.

Opportunities in a New Investment Environment

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March 2014
Presenter(s): Davis Walmsley, Andrew McCollum, Sara H. Sikes, Lydia Vitalis
Davis Walmsley shares key highlights from Greenwich Associates Global Institutional Investor Study, including key implications for asset managers.

The Benefits and Risks of International Expansion

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September 2013
Marc Haynes shares the keys to successfully expanding asset management firms beyond national borders.


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