Tuesday, March 28, 2017 Stamford, CT USA — Greenwich Associates today named Baillie Gifford, Phillips, Hager & North and PIMCO as the 2016 Greenwich Quality Leaders in Canadian Institutional Investment Management Service.
These firms have distinguished themselves by building strong relationships based on a deep understanding of institutions’ circumstances and needs. “Institutional investors are looking to their asset managers for advice and support,” says Greenwich Associates Managing Director Davis Walmsley. “The 2016 Greenwich Quality Leaders have established trusted advisory relationships with their clients, within a specific asset class or at the portfolio level.”
Delivering this type of client service is a complex undertaking involving many moving parts. The Greenwich Quality Index assesses factors ranging from the quality of reporting, formal investment reviews, informal meetings, and thought leadership materials to a manager’s ability to understand client needs and credibility with the investment committee.