• Provision of research is still central
to investment banking relationships:
Research remains a core product,
although standard written reports are
valued far less than access to analysts
or corporate executives.
• Asset manager clients value
electronic trading. Most asset
managers use electronic trading in
addition to traditional channels, and
often specifically to pay for research.
• Opportunity for improvement of
institutional client portals. About
half of asset managers surveyed said
their bank does not offer a website
sufficiently useful for day-to-day
• There is interest in big data and
analytics: Of the Social, Mobility,
Analytics and Cloud (SMAC)
technologies, analytics/big data is of
the most interest to clients at present.
• Some clients have noticed service
cuts: Some clients have noticed certain
cuts in differentiated services that
investment banks have been forced to
make due to expense reductions.
• Coordination of service is important:
Most clients value investment banks’
coordination of services – and it
appears that a majority of banks
perform this function well.
• Clients are well aware of regulation:
Clients do understand the costs
their investment banks will incur in
complying with increased regulation.