Trading corporate bonds is finally getting a little easier. No, we are not going back to the good old days, nor are the Trump administration’s promises to scale back financial regulations—and the...

While many banks and financial institutions cite loyalty or customer experience as top strategic priorities, surprisingly few firms are fully realizing the potential value from their programs. Why...

One-on-one conversation has and will always be at the center of the financial markets. From its origins at the foot of the buttonwood tree in New York and in Jonathan’s Coffee House in London,...

Credit markets are a critical part of not only the capital markets but of the global economy. They allow money to flow smoothly from those that have it to those with new and interesting ways to put...

Although exchange-traded funds are a relatively recent addition to institutional investing in Latin America, ETFs are quickly taking on an important role in institutions’ portfolio management...

Over the next decade, institutional investors believe the transformation of emerging markets from “old economy” to “new economy” will be the primary driver of growth in the space. In addition, active...

Greenwich Associates began its inquiry into “persona”-based segmentation in 2015. We segmented thousands of institutional investors into one of six categories to provide asset managers and...

The value of reputation on Wall Street was dramatically underpriced a decade ago. The last 10 years have taught capital market participants that managing reputational risk is and should be as...

How corporates are connecting with banks continues to evolve. Open application program interfaces (APIs) are an excellent example of how technology, banking and even the regulatory environment are...

Transaction cost analysis (TCA) has been around in some form for over three decades. Pioneers in the space (e.g., Plexus Group, now known as Zeno Consulting) originally focused on targeting the...