"If you remember back to Y2K, the Y2K risk meant that many companies were concerned with regards to their data backup. Maria joined the financial industry after graduating from college in 2013. Tracy has over 15 years experience in venture capital and private equity. What drew you to the WOG Steering Committee? [16] It is a direct subsidiary of RBS Holdings USA (until 2009, known as Greenwich Capital Holdings), whose direct parent is Delaware-registered NatWest Group Holdings Corporation, which was formed in 1996 to facilitate the purchase. Founders Mark F. Dzialga. A: I believe the key has been my over-the-top enthusiasm for whatever new idea comes to me. Read More. "The fund made money in the . [email protected]; 203-625-4411; http://twitter.com/MagEGordon, Burns: Transferring appreciated property can have big tax impact, Why CT waits for $95 million from OxyContin maker Purdue Pharma, Connecticut Magazine's 25 Most Romantic Restaurants in CT. Every year, Connecticut Magazine asks readers and experts for the state's best dining spots. Saul Padilla is the Managing Member. Investment Banking. He is also still active in the shipping sector as an advisor to Bernhard Schulte Shipmanagement. One day, the founder of the firm, Ted Knetzger, took me out to dinner at Thataway Cafe. This cookie is created on pages that contain a custom ION component, which embeds interactive content on the site. Chief Technology Officer, Managing Director, Old Greenwich Capital Partners. Phone Number 216.245.6698. He is the founder of Greenwich-based Tudor Investment Corporation and is worth $4.7 billion. He is married since 2015 and has three children. Privacy Policy | Website Disclaimer | Business Continuity Statement | Terms of Use | Cookie Policy | Email Disclaimer | Awards Disclaimer | Broker Check 2015-2023 Institutional Capital Network, Inc. All Rights Reserved. About Us. He lives in Connecticut and for leisure, he enjoys reading, sailing, chopping firewood, watching rugby, and blasting classical music. The cover of the November 2010 issue of Bloomberg Markets magazine shows a photo of Cliff Asness, president and managing principal of AQR Capital Management LLC, posing in the company's office in Greenwich, on Sept. 20. It was hard not to make money. CRISIL operates from India, the United States (U.S.), the United Kingdom (U.K.), Argentina, Poland, China, Hong Kong, Singapore and the United Arab Emirates (UAE), and has global employee base of over 3000 professionals comprising analysts, data scientists, quants, technologists, and other top-draw talent from around the world. [8], In the early 1990s, County NatWest merged with NatWest's treasury and foreign exchange divisions to form NatWest Markets. We partnerwith global asset managers and hedge funds in two ways: Leading global and regional corporate investment banks and dealers rely on us for client analytics, benchmarking and improving business performance. Functional cookies help to perform certain functionalities like sharing the content of the website on social media platforms, collect feedbacks, and other third-party features. Head of Fund Governance, Managing Director, High-value account intelligence that helps identify addressable revenue opportunities, provides the qualitative insights to understand performance on key drivers of wallet share and enriches CRM. Cliff Asness Managing and Founding Principal Bio; David G. Kabiller . Tom Fortin, iCapitals Chief Information Officer, discusses the how digital technologies are innovating consumers experience with financial services organizations and helping scale the alternative investment marketplace, and the single most important consideration in all iCapital technology development. Our company is built upon three core values: 1) care more, 2) team over self, and 3) enjoy the journey. Over a hamburger, Ted told me that, since I had been doing a good job selling, he wanted me to try trading. His most important goal it to open Latin America to an active asset management option that holds clients interest first. . 2 in the U.S., when you're looking at the assets under management. Incorporated in 1987, CRISIL is Indias foremost provider of ratings, data, research, analytics and solutions. Lone Pine Capital is located at Two Greenwich Plaza in Greenwich, Conn., Wednesday, Feb. 12, 2014. Old Greenwich Capital Partners | 583 followers on LinkedIn. HUSKY Health is helping immigrants. Daniel began his career at Citibank, Buenos Aires Branch, Argentina. I was ecstatic because I had always wanted to trade, and I was certain I would be a great success in this new role. Closed . Headquarters Regions East Coast, New England, Northeastern US. Wealth Management. His portfolio management style is dynamic. "People can exchange ideas and be really competitive in the markets. [17], This article is about the investment banking arm. De Beers Jewellers opens pop-up retail boutique on Greenwich Ave. Hudson Grace to open first CT store on Greenwich Avenue, Greenwich Country Club seeks to fold mansion into its property, New owners of Hyatt Regency Greenwich plan major renovations. He is Co-founder and President of Haber Technologies, Inc., an Agri-tech business based in Ames, Iowa. March 04, 2023 5:30 AM. GREENWICH Venture capital firm Oak HC/FT has announced it led a $200 million funding round for ZenBusiness, an Austin, Texas-based company that supports . Founders Story He also focuses on business development, applying his small business experience. Experience - 02:18, Managing Director, Greenwich Town Party ticket lottery moved from February to March, organizers say, Former CT girls soccer coach pleads guilty to sexually assaulting player, Police warrant says video shows details of woman sexually assaulted in Central Greenwich home. I have been lucky to contribute to the school by donations of artwork, a childrens book I wrote for them called Bruin, the Brunswick Bear and by coaching the Odyssey of the Mind competition for my sons 5th grade team. In other words, doing a good job is the bare minimum of acceptable. In the fall of 2022, Keurig Dr Pepper, the $12.7 billion (sales) beverage giant, took a $50 million minority stake at a valuation just under $500 million, according to sources close to the deal . Greenwich is an alternative investment management firm partnering with exceptional private companies in Australia | Greenwich is an alternative investment management firm partnering with exceptional private companies in Australia. Staying informed fosters transparency in an industry plagued with conflicts of interest and questionable ethics. Nearly all of the leadingbanks globally rely on us to benchmark performance, identify sales opportunitiesand understand how technology is impacting their business. Headquarters Regions Greater Detroit Area, Great Lakes, Midwestern US. Influential hedge-fund titans, investment . This is possible because "leading by example" is the foundation for all effective leaders, and this is done by doing a great job at your job -- regardless of whether you are the CEO or the most junior employee in the building. McGuire asked. [5] The merchant bank acquired various stockbroking and jobbing firms, becoming County NatWest when the banking system was deregulated in 1987; it was later consolidated with corporate banking to form NatWest Markets. . Founded in 1971, D&R specializes in high-complexity CNC milling, CNC turning, and assembly for the aerospace & defense market through a variety of . "Really what is meant when people say Greenwich, or Connecticut, is the hedge fund capital is a density rating," said McGuire. The Act implements the Independent Commission on Banking recommendation that domestic retail banking should be "ring-fenced" from riskier trading activities by 2019. A: Starting out trying to do a "good" job is not enough. Some haulers caught, Arming guidance counselors? He received a Bachelor of Science in Economics from the Universidad Catlica Argentina in Buenos Aires (1986), a degree in Economics and Business Administration from the ESEADE in Buenos Aires, a Portfolio and Investment Management degree at New York University, NY (1998), and a Diploma from Stanford University in California, where he attended the Executive Program (2004). In his free time, he enjoys playing golf, soccer and tennis, reading, and spending time with his family. CT proposal causes confusion, concern. Company Type For Profit. CRISIL has delivered independent opinions, actionable insights, and efficient solutions to over 100,000 customers, who range from large corporates to investors and top global financial institutions. Greenwich Capital Group was founded by world class financial professionals focused on building an organization centered around one goal: advising clients. It also works with gig workers, online sellers, real estate investors, artists and freelancers. See our. In 1996, NatWest Markets acquired private equity firm Hambro Magan. "So why is Silicon Valley the capital? It was founded in 2002 by former Goldman Sachs partners, Edward A. Mul and Robert J. O'Shea. The data includes financial and operational information relating to their revenue, pricing, client activities, costs, capital, and technology/digital transformation. She has 5 years of experience investing in early stage companies with a female founder through her personal entity Coyote Capital. Contact Email [email protected]. The core is to invest in sync with the financial cycle. How have you been involved in the Greenwich Community? Head of Hedge Fund Finance and Operations, Managing Director, 189 Townsend St Ste 200, Birmingham, Michigan, 48009, United States. In early 1991, he was hired by Shearson Lehman Brothers. Bruce McGuire, co-founder of the Greenwich Economic Forum, is bringing his noted annual investment conference to Miami next week. Business Development & Product Advisor, Latin America. Greenwich Capital Partners | 1,056 followers on LinkedIn. Founded Date 2005. "Many of the people that run these funds are those who have left larger financial institutions in the New York area," Lehn said. Phone Number (248) 480-2030. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc. He is the chief architect behind Stone Point's "Elephant Process" investment philosophy and partnership model with founders and owner-operators. The HC/FT is an abbreviation that refers to its focus on early to growth-stage companies in health care and financial technology. This year, there were about 440 entries. Managing Director, Head of Alternative Investments, Merrill and Bank of America Private Bank, Managing Director, Brighton Park Capital is an investment firm that specializes in software . "But Florida is making a big push for this business and this is something that all of these heavily taxed states in the Northeast have to contend with.". Head of Hedge Fund Research, Managing Director, In 2021, we closed over $150m in secondary transactions. Head of Enterprise Integration, International, Managing Director, Chief Client Success Officer, Managing Director, A: My eldest daughter, Avery, graduated from Vanderbilt in 2011. "Greenwich is a great community which has a vibrant local economy and wonderful schools for our professionals' children," said AQR co-founder David Kabiller. This would mean a period of significant transformation for the business, which would have a leaner operating model and would focus capital towards supporting the Groups customers needs and increasing its focus on digital solutions. Saul grew up in Argentina and moved to the U.S.A. in 1985 with his family. Ben was born in Buenos Aires, Argentina and grew up in Key Biscayne, Florida. A: Coming out of college, I thought I wanted to be a lawyer, but I wasn't sure. The only problem was -- I wasn't. Ltd. was founded by ABN AMRO in 1987 and operated as The Royal Bank of Scotland Asia Securities (Singapore) from 2009 until 2018. In 2019, I founded and currently serve as the Managing Partner at Twelve22 Capital Management LLC, where I established a venture fund focused on investing in Fintech and the digital economy. The business was established as County Securities Japan in 1986; it became County NatWest Securities Japan in 1987, NatWest Securities Japan in 1995, Greenwich NatWest Securities Japan in 1998 and RBS Securities Japan in 2001, before adopting the present name in 2018. Home to firms including AQR Capital Management, Lone Pine Capital and Viking Global Investors -- all three of which ranked in the top 10 on Institutional Investor's list of the world's top 100 hedge funds -- and the personal residence of hedge fund scion Ray Dalio, whose mega-fund Bridgewater Associates is in Westport, Greenwich has risen to prominence over the past couple of decades as firms have left New York City in favor of a more bucolic location. Is CT recycling going into the trash? Designed and Programmed by Caja de Soluciones. Country Head of Portugal, Managing Partner, It's the kind of competition that McGuire said Connecticut needs to pay attention to, as he hears more and more anecdotal tales of managers setting up satellite offices near winter homes in Florida. completed its transformation into a publicly traded company, Your Privacy Choices (Opt Out of Sale/Targeted Ads). PARTNERS. Chief Information Officer, Managing Director, So Greenwich became a second place for data centers for many of the companies based in New York.". Head of Client Solutions, Asia, Managing Director, I also like to serve as a resource for women in the community building businesses even if they are not venture eligible. Global Alternative Investments, Wells Fargo. The Greenwich-based venture capital firm invests in early to growth stage healthcare and financial technology companies. RBS Securities is the US broker/dealer arm of Royal Bank of Scotland (RBS), one of Europe's largest banking group's. The company is a leading underwriter, trader, and distributor of fixed income and other . Previously a direct subsidiary of RBS, it provides credit trading, bonds, swaps and related financial services. In the workplace, she applies what she learned about human behavior to trading and investing. That decade was something of a renaissance for hedge funds, with the number growing exponentially, until there were about 4,000 funds by the time the millennium rolled over. Set by the GDPR Cookie Consent plugin, this cookie is used to store the user consent for cookies in the category "Performance". Contact. Given his background in predictive modeling and systems optimization, he has been able to add a level of statistical sophistication to the trading strategies. As alleged, HWANG, along with PATRICK HALLIGAN, SCOTT BECKER, and WILLIAM TOMITA lied to banks to obtain billions of dollars that they then used to artificially inflate the stock price of a . Goldman Sachs, Co-Founder and Head of iCapital Marketplace, In a smaller environment like Greenwich, where the population hovers around 60,000 people, and lower Fairfield County as a whole, where the Census counts fewer than a half-million people, a high concentration of hedge funds rises to the top of the county's economic engine. He was responsible for marketing and sales of innovative products to Institutional Investors (Pension Funds, Financial Institutions and Public Companies). During the last 3 years, he has been in charge of BST, an Argentine local bank. Our data, analytics and insights originate from three primary sources: Our products and services focus on the key insights, metricsand advice our clients need to manage all aspects of their business and are organized across a 'Plan, Measure, Act, Promote, Digitize' workflow spectrum. It stores user ID and respondent ID values for each unique visitor. Get the full list, Morningstar Institutional Equity Research. Revenue: $100 to $500 million (USD) Competitors: Unknown. By democratizing financial management, ZenBusiness is simplifying merchant services and putting financial power back in the hands of business owners. Prior to Stone Point, Chuck was a partner at Goldman, Sachs & Co. where he spent 23 . Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors. Powering Growth for Stephen Mandel Jr., 61, of Greenwich, founded Lone Pine Capital in 1997. Investment Process CRISIL Limited, a leading, agile and innovative global analytics company is driven by its mission of making markets function better. Dir., CITIC Group CITIC Pacific and Pres.. It's Thursday night in Greenwich, and the sounds of wine glasses clinking and shoptalk reverberates through the hallowed halls of Indian Harbor Yacht Club as 200 hedge fund professionals mingle and sip. Renamed NatWest Markets Securities Inc. in 2018, it is Financial Industry Regulatory Authority registered and a member of the Securities Investor Protection Corporation. But hedge fund capital? Paul Schott. Founded by Ed and Chris Girrbach in 2009, Great Lakes Potato Chip Company has been producing high-quality, hand-crafted . It has maintained that strategy with the launch of its Fund IV earlier this year. If you do this day one, and consistently thereafter. These cookies ensure basic functionalities and security features of the website, anonymously. Used to store information about the time a sync took place with the LinkedIn lms_analytics cookie. What strengths have enabled you to succeed in such a variety of ventures? Investor Type Investment Bank. Founders Jeff Arsenault. Chief Financial Officer, Managing Director, Freedom Invest was created to offer professional wealth management to everyone. Prior to joining Victor Capital Partners, she was an Executive Assistant at Fortress Investment Group from 2009 to 2016, working on the Value Recovery Fund. His career in investments began independently in 1987. In 2000, he joined Morgan Stanley Private Wealth Management. When it comes to alternative investments, high-net-worth investors may be leaving money on the table and not by choice. Greenwich Capital Group is led by a team of senior bankers who have held leadership positions at global investment banking firms and bring a wealth of experience to each of our . He firmly believes all clients should be informed of the reasoning behind the investment decisions made for their accounts. De Beers Jewellers opens pop-up retail boutique on Greenwich Ave. Hudson Grace to open first CT store on Greenwich Avenue, Greenwich Country Club seeks to fold mansion into its property, New owners of Hyatt Regency Greenwich plan major renovations. 2. 2023 Hearst Media Services Connecticut, LLC. Greenwich House was founded by Mary Kingsbury Simkhovitch on Thanksgiving Day, November 27 th in 1902. Over 80 of the leading fintech companies and exchanges globally rely on our data and insights to understand how new technologies and market trends are impacting their business. Backtested Results, Contact Form He co-founded Freedom Invest, a brand of Greenwich Creek Capital Management, a Registered Investment Adviser. It focuses on both making and protecting money. Coalition Greenwich, a division of CRISIL, an S&P Global Company, is a leading global provider of strategic benchmarking, analytics and insights to the financial services industry. Head of Alternatives Distribution, Private Wealth Solutions, Managing Director, He co-founded Holger Partners, was the Co-CEO of Greenwich NatWest, where he "restructured NatWest Bank's global investment banking businesses." In 1981, he co-founded Greenwich Capital in 1981. Our firm had caught the wave of the greatest bond bull market in history. Among earlier investments, Oak participated in approximately $120 million in fundraising rounds last year and in 2019 for the Stamford-based health care information firm Sema4. Most importantly, her goal is to be transparent with the people that trust the firm to invest their money on their behalf, communicating to them investment decisions and the thought process behind them. [6] NatWest Markets acquired US-based Greenwich Capital in 1996 and became Greenwich NatWest following disposal of large parts of the business. Just another night in a small town that, for many, is as definitively known as The Hedge Fund Capital of the World as Connecticut is known as The Nutmeg State. A: The biggest challenge I faced in my career was when I was 33 years old and had been working at Greenwich Capital for three years as a bond salesman. The influential buyers of financial services. NatWest Markets Services India Pvt. Mr. Gupta graduated with a BA from the University of Michigan and an MA from Boston University. About Old Greenwich Capital Partners. Morgan Stanley, Director of Business Strategy, Gema was born in Madrid, Spain. NatWest Markets is the investment banking arm of NatWest Group based in the United Kingdom. Mr. Co-Head of Private Wealth Solutions, Managing Director, Because in the small space, you get a really big cluster. Mr. Vranos is the founder and Chief Executive Officer of Ellington. Greenwich Capital Group is pleased to announce its role as the exclusive investment banker to D&R Machine Company on its sale to Cadrex Manufacturing. 3 of 14 4 of 14 David Kabiller, co-founder of AQR Capital Management, speaks in April 2014 at the firm's Two Greenwich Plaza office, during the final round of this year's AQR Insight Awards. NatWest Agrees to Acquire Greenwich Capital of the U.S. RBS Announces the Renaming of US Broker-Dealer, https://en.wikipedia.org/w/index.php?title=NatWest_Markets&oldid=1132986220, Risk Management, Rates, Financing, Currencies, This page was last edited on 11 January 2023, at 17:58. Greenwich Capital Acceptance, Inc was founded in 1987. (Institutional Investor reported in 2003 that a professional making $10 million a year could save about $500,000 in local income taxes working in Connecticut instead of New York). Head of Client Solutions, Europe, Managing Partner, Oak is headquartered in the Pickwick Plaza office complex in downtown Greenwich and also has offices in Boston and San Francisco. The Discrepancy between the Bond Market and the Stock Market, The Stock Market Rallies on Inflation News, The Prevailing Forces in Financial Markets. To give it legal form, The Royal Bank of Scotland was renamed NatWest Markets in 2018; at the same time Adam and Company (which held a separate PRA banking licence) was renamed The Royal Bank of Scotland, with Adam and Company continuing as an RBS private banking brand until its transfer to Coutts & Co. in 2022.[2]. CRISIL is majority owned by S&P Global Inc. Phone Number 203.542.0750. Its platform has grown more than 400 percent since March 2020 and now helps more than 200,000 entrepreneurs in the U.S., according to company data. Then, in the wake of the terrorist attacks that felled the Twin Towers, Greenwich became an escape from Manhattan. ABOUT US. Doing a great job is not easy, but it is pretty simple: Show up early, ask good questions and do everything you can to help your co-workers and your company succeed. Tracy has a broad network in the female founder community. I was a co-chair of the annual Bruce Museum Ball and support many other not-for-profits in town such as the WBDC and Impact Fairfield. Son of billionaire Mario Gabelli, Marc Gabelli has been active in hedge fund management since 1990. See how everyone ranked. This cookie, set by Cloudflare, is used to support Cloudflare Bot Management. Silver Point Capital is a Greenwich, Connecticut-based hedge fund that focuses on credit and special situations investments. So I decided to first try to learn something about business. According to data from the U.S. Census Bureau, almost 20 percent of the workforce over the age of 16 in Greenwich worked in the finance and insurance fields last year, compared with 12.4 percent in New York City and just 4.7 percent of workers across the U.S. That kind of prominence provides a sense of security that the industry will continue to grow and thrive in the area -- even if other parts of the country try to edge Greenwich out of the game. After all, our markets are made up of people! . Greenwich Creek Capital (GCCM) is a Registered Investment Advisor based in Stamford, CT. Mul headed or co-headed Goldman's Special Situations Investing Business from 1999 to 2001. iCapital is the financial technology company with the mission to power the world's alternative investment marketplace. "If you're trying to say that California is the tech capital of the world, you could probably make an argument that there are more tech companies outside than inside," McGuire said. Jones's hedge fund, Tudor Investment, is one of the nation's oldest, making the 64-year-old worth $5 billion. Intrepid Capital Management, managed by Steve Shapiro, is an investment management firm that was founded in 1994, and is presently located in Greenwich, CT. Fund Profile. Tremblant Capital Group CEO Brett Barakett. iCapital was founded in 2013 with the goal of making high-quality alternative investments accessible to wealth advisors and their high-net-worth investors, and enabling fund managers to reach new sources of capital. ALL RIGHTS RESERVED. PitchBooks data visualizations quickly surface an investors historical investmentsshowing a breakdown of activity by industry, year and region. We also use third-party cookies that help us analyze and understand how you use this website. Get the full list, To view Greenwich Capital Partnerss complete exits history, request access, Youre viewing 4 of 5 team members. We specialize in providing unique, high-value and actionable information to help our clients improve their business performance. Our suite of analytics and insights encompass all key performance metrics and drivers: market share, revenue performance, client relationship share and quality, operational excellence, return on equity, brand perception, behavioral drivers, and industry evolution. Anuj began his career in investment banking at Natwest Markets and Greenwich Capital. I got transferred downtown to Bankers Trust's trading floor and that was the start of my Wall Street career. Based in Stamford, Connecticut, it specialises in fixed income arbitrage and other fixed income strategies. Q: You've done everything from writing a book to opening a bar, serving as CEO of Greenwich Capital and co-founding CRT Capital in Stamford. He is currently working towards a dual PhD in Chemical Engineering and Statistics at Iowa State University. ZenBusinesss fintech offerings change the game for how entrepreneurs manage and track their finances, Oak partner Matt Streisfeld said in a statement. Operating Status Active. Somewhere between 240 and 300 funds call Connecticut home, and while there may be a handful sprinkled in Hartford and New Haven, most have planted their flags in lower Fairfield County. Company Type For Profit. The conference is typically attended by many of the world's most powerful media executives. Opportunity - 02:28, 3. So they set up offices a short drive from home, where they could run to their kids' 4 o'clock soccer games before ducking back into the office. Chuck joined Stone Point in 1998, and he is actively involved in all of Stone Point's portfolio investments. Unique Investment Opportunities. . [13] Its activities are primarily related to the economic environment in the United Kingdom, Europe and the United States, deriving a substantial majority of its income from its operations in the UK. Young people need to understand that they were hired because the company fully expected them to do a good job. He started out his career in P&G finance department and has developed a complete business acumen from management roles. Maria realizes investing is very time-consuming and is here to help alleviate that burden the best she can. Thereafter he joined ING Barings in New York, later served as a Director in charge of the Bank of Nova Scotia in New York. Gema is married since 2015 and has three children. GCCM is regulated by the Department of Banking, the state securities regulator. ", [email protected]; 203-625-4411; http://twitter.com/MagEGordon, Greenwich's rise as a 'hedge fund capital', Burns: Transferring appreciated property can have big tax impact, Why CT waits for $95 million from OxyContin maker Purdue Pharma, Connecticut Magazine's 25 Most Romantic Restaurants in CT. Every year, Connecticut Magazine asks readers and experts for the state's best dining spots. (Photo by Scott Olson/Getty Images), Bruce McGuire, founder and president of the Connecticut Hedge Fund Association at the organization's 12-Metre yacht sail and networking event held on July 26, 2011 at the Indian Harbor Yacht Club. There he served in different positions within the Consumer, Commercial and Investment Bank. JP Morgan Asset Management, Managing Director, Head of Global Alternative Investment Solutions, Global Wealth Management, UBS, iCapital Co-Founder, See how everyone ranked. Early in his career, Dillion participated in multiple business accelerator programs through Iowa State University to launch startup companies. Founded 2016 Specialties Corporate Advisory . Prior to forming MSD Capital, he was a Principal for seven years at ESL Partners, a Greenwich, Connecticut-based investment firm. Sauls goal is to effectively breed trust and peace-of-mind between himself and all the firms clients. Type: Company - Private. 3. The conference has been hosted annually by the investment firm Allen & Company each July since 1983. About A10 Capital Founded in Boise, Idaho in 2007, A10 Capital is a vertically integrated, full service, direct bridge, and permanent commercial real estate . You also have the option to opt-out of these cookies. Prior to Greenwich Capital, Mr. Kaouris worked for four years at New . To be identified as someone who the company wants to give outsized opportunities and compensation to, you must do an outstanding job. Firms face a choice: continue to measure and report, or evolve their customer experience programs to more effectively drive business outcomes. Digital is Transforming About Us; Services. In exchange for their time, institutional investors like you participate to receive competitive insights to compare their funds profile versus similar peer institutions.