Crisil Coalition Greenwich

A study by Crisil Coalition Greenwich found that half of Canadian institutional investors plan to significantly reduce their holdings in passive domestic equities, while a third expect major cuts in passive domestic stocks. Private equity allocations are also shifting, with about half of the institutions planning large increases, though 38% expect major reductions. Mark Buckley, global head of Investment Management at Crisil Coalition Greenwich, emphasized the scale of this shift. “It’s rare to see so many institutions moving in the same direction at the same time,” he said. He noted that if institutions follow through on these plans, it could fundamentally reshape institutional investment portfolios in Canada and benefit asset managers offering private strategies. Benefits and Pensions Monitor, Freschia Gonzales https://lnkd.in/eJa_5e9K

According to a recent Crisil Coalition Greenwich and Fidelity International report, ESG is still kicking, with over half of investors viewing it as highly important for portfolio asset allocation - but most struggle to measure impact. 64% of investors remain committed to considering the environment, 58% to governance, and 51% to social factors. However, 68% of respondents stated they are experiencing difficulties measuring impact, with 52% concerned about inconsistent regulations. FS Sustainability, Rose Mary Petrass https://lnkd.in/eex8PWrp

Electronic credit markets started 2025 on a strong note, with January’s total credit average daily volume showing robust growth across platforms. According to Crisil Coalition Greenwich, Bloomberg’s U.S. electronic credit trading ADV was USD$2.8 billion for January 2025. The DESK, Etienne Mercuriali https://lnkd.in/ddWwPyWT

*New report* U.S. Commercial Banking in 2025: New Competition, Consolidation and Digital Innovation. A new report from Crisil Coalition Greenwich, 'Top trends to watch in U.S. commercial banking in 2025', highlights several emerging challenges facing commercial banks—especially smaller banks—and analyzes how the emergence of digital banking platforms equipped with powerful data analytics and AI applications is changing the game for companies and banks alike. https://lnkd.in/etPgPn2S

*New report* Canadian institutional investors are shaking up their investment portfolios by slashing allocations to equities and increasing exposures to potentially higher-alpha private market strategies on the one hand, and more conservative liability-driven investment strategies on the other. “In our annual research with institutional investors around the world, it’s rare to see so many institutions moving in the same direction at the same time,” says Mark Buckley, Global Head of Investment Management at Crisil Coalition Greenwich. “If institutions carry through with these plans, it will represent a fundamental re-shaping of institutional investment portfolios in Canada and a boon to asset managers offering private strategies.”  https://lnkd.in/eSQMJ-w8

In this year’s Crisil Coalition Greenwich Awards and the annual Digital Transformation Benchmarking Study, we earned the highest position in multiple categories for #CorporateBanking, #CashManagement and Foreign Exchange, and were recognized for the outstanding performance of our digital capabilities. https://bit.ly/4gz4NTo