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Asset Owner Principles could push Japanese institutions to OCIO
The adoption of Japan’s Asset Owner Principles could trigger a surge in demand for outsourced chief investment officer services (OCIO) among pension funds and other institutions.
European institutions seek customized solutions from asset managers
Under increasing pressure to fund growing liabilities, European pension funds and other institutions are taking action to optimize portfolio allocations and enhance investment returns.
Asia cash management: Tariffs and technology create new opportunities for providers
It's getting easier for companies to onboard new banks, and corporates in Asia are taking full advantage of this trend as they adjust supply chains and businesses in response to U.S. tariffs.
Asset management 2026: A laser focus on profitability
In this paper, Crisil Coalition Greenwich projects how the drive for profitability will play out in asset management marketing, sales, customer service and experience, product offerings, budgeting, and cost control, and other key areas.
Making choices, finding growth
This edition of our annual State of Retail Wealth Management looks critically at several aspects of growth. How have so many advisors been successful at achieving growth? What roles do demographics and pricing play? What threats lie ahead for both advisors and executives? What actions can firms take to achieve long-term, sustainable growth?
The value of personal advice: wealth management through the pandemic
In this edition of our annual report, The state of North American retail wealth management, we will unpack this unexpected year. How resilient were business models in 2020? What was the impact of the pandemic on client relationships and pricing? And more ...
Resilient Balance Sheets: How Banks Can Help Navigate Uncertainty
In today’s unpredictable economic climate, CFOs and treasurers are seeking more than just stability – they’re looking for ways to actively extract value from their balance sheets and position their companies for long-term success. It means knowing how to leverage the full capabilities of their banking partners.
The customization conundrum: Satisfying clients without hurting the bottom line
Customization is a critical component of asset management success. Institutions are increasingly seeking tailored solutions to meet their unique needs. Asset managers must balance customization with operational efficiency to remain competitive. Our latest report explores the opportunities and challenges of customization in asset management.
