Wednesday, May 18, 2016 Stamford, CT USA — Aon Hewitt Investment Consulting, Mercer and Summit Strategies Group are tops in quality in the U.S. Investment Consulting industry according to Greenwich Associates.
Every year, Greenwich Associates recognizes the best asset managers in the U.S. and around the world with its Greenwich Quality Leader awards. For the first time, Greenwich Associates this year named Greenwich Quality Leaders in U.S. Investment Consulting and in Business Development among U.S. Asset Managers.
U.S. Investment Consulting
Aon Hewitt, Mercer and Summit Strategies Group are the 2015 Greenwich Quality Leaders for large consultants. The 2015 Greenwich Quality Leaders for mid-sized consultants are CAPTRUST Financial Advisors, Marquette Associates and Pavilion Advisory Group.
“All the firms recognized as Greenwich Quality Leaders demonstrate a comprehensive understanding of the client’s needs, they have the expertise to recommend the right solutions, and they identify the most effective managers to implement and execute these strategies,” says Greenwich Associates Managing Director Andrew McCollum.
U.S. Asset Management: New Business Development
For the first time, Greenwich Associates this year is recognizing the best in the critical function of new business development in the asset management industry. The 2015 Greenwich Quality Leaders in U.S. Institutional Investment Management - New Business Development are Artisan Partners, Baillie Gifford, Fidelity Institutional Asset Management, and T. Rowe Price.
“These Greenwich Quality Leaders excel in the many interconnected components of effective new business development, including brand awareness, sales activity, sales effectiveness, and consideration as a viable provider,” says Andrew McCollum.
Greenwich Quality Leaders
These awards are based on quality ratings provided by clients of investment consultants and asset managers. Between July and October 2015, Greenwich Associates conducted 1,341 interviews with senior professionals at corporate and union funds, public funds, endowments and foundations, insurance general accounts, and healthcare organizations with either pension or investment pool assets greater than $150 million. Study participants were asked to provide quantitative and qualitative evaluations of their investment managers, and qualitative assessments of those consultants soliciting their business. Based on those responses, Greenwich Associates calculates a score on the Greenwich Quality Index℠ for each firm named. Managers and consultants with scores that top those awarded to competitors by a statistically significant margin are named Greenwich Quality Leaders.