The 2021 Greenwich Quality Leaders in U.S. Institutional Investment Management Service are AB, Baillie Gifford, NISA Investment Advisors, and Western Asset Management. These asset managers have distinguished themselves from competitors by delivering superior levels of client service that help institutional investors achieve their investment goals and objectives.
Coalition Greenwich consultants Davis Walmsley and Susan Gould advise our investment management clients in the United States.
MethodologyBetween July and October 2021, Coalition Greenwich conducted interviews with 811 individuals from 661 of the largest tax-exempt funds in the United States. These U.S.-based institutional investors are corporate and union funds, public funds, and endowment and foundation funds, with either pension or investment pool assets greater than $150 million. Study participants were asked to provide quantitative and qualitative evaluations of their asset management and investment consulting providers, including qualitative assessments of those firms soliciting their business and detailed information on important market trends.