Client Journey Mapping

Greenwich Report
June 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.
As emerging market countries evolve from resource-based, highly concentrated economies to more diversified and dynamic economies... 

The Persona Playbook

Greenwich Report
April 2017 By: Christopher Dunn
We segmented institutional investors into six categories to provide asset managers and consultants with a more actionable segmentation approach...
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... 
Greenwich Associates interviewed 52 platform decision-makers and 151 financial advisors across channels including broker-dealers, private banks, insurance companies, and registered investment advisors (RIAs) to better understand how the intermediary...
Over the past decade, growing numbers of both institutional and individual investors have started considering the social impact of their investments.
There is no doubt that institutional investors are shifting investment assets into lower-cost passive strategies. But, reports of the death of active management are not just premature, they are altogether incorrect. Greenwich Associates is...
Institutions are pushing asset managers beyond a focus on relative investment performance and towards providing outcomes that address their holistic portfolio needs.

2017 Conference: Growth Through Adversity

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

October 12-13, 2017

Location The Langham | Chicago, IL
  • Review those marketing strategies being deployed from client journey mapping to leveraging big data
  • Understand how managers have grown through new products, new channels or new geographies
  • Examine the needs and preferences of investment consultants and distribution platforms
  • Hear from plan sponsors to help them meet their goals and objectives
  • Identify trends in ESG, including manager approaches and best practices

Review the conference agenda and confirmed keynote and panelist speakers today!

Research Highlights

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