Investment Management/Global Custody/
Securities Services
Abt SRBI has a solid background in various aspects of institutional investment management. We have interviewed DB and DC Plan Sponsors, portfolio managers, consultants, research analysts and traders in the United States, Europe and Asia. Some of our more important projects include:

• A major study to design a client service model for an investment manager. Study involved both qualitative (focus groups and depth interviews) and quantitative research with defined benefit and defined contribution plan sponsors, financial intermediaries and consultants. Specific recommendations were made on the attributes of the optimal client service model.
• A survey of portfolio managers, traders and research analysts in the U.S., UK and Asia regarding their use of credit and economic research. Evaluated specific publications, client website and attitudes towards use of research generally.
• An evaluation of quality of research by fixed income analysts. Qualitative in-depth interviews evaluating ten analysts. Each analyst was evaluated by 5-6 recipients of their research. Research was designed to identify strengths and weaknesses of each analyst. Research included and evaluation of the quality of the client’s website as well.
• Tracking study assessing the awareness of a major company's advertising among portfolio managers and investment analysts
• A customer satisfaction tracking surveys of the clients of a major global custodian. Surveys measured levels of satisfaction with a range of performance attributes including Clearance and Settlement, Income Collection, Corporate Action Processing, Derivatives, Foreign Exchange, Cash Management.
• A survey of investment managers for major foreign bank regarding impact of Y2K concerns on the management of their portfolio and investment positions.

Brokerage/Securities/
Wealth Management