In a complex business like banking, it is critical to recognize groups of customers with similar characteristics and needs, and to understand the business requirements and value of each group....
Amid all the time and resources asset managers devote to building “solutions-based” business models, the single most important factor in determining these firms’success is the quality and execution...
Institutional investors in European equities continue to allocate the bulk of their commission spend for research/advisory services.
Should regulatory changes drive down these expenditures, even...
Fixed-income, currency and commodities markets are feeling the effects of a new focus by regulators on tightening standards of conduct and ensuring that dealers act in the best interests of all their...
There are several key components to successful enterprise-wide customer experience management (CEM) programs: consistent and visible commitment of leadership, a well-articulated strategy and...
The broker voting process is taking on growing importance for institutional investors.
Facing serious balance sheet constraints and return expectations, brokers are taking a hard-nosed look at...
While e-trading has gained mainstream acceptance, institutional volumes have stalled with only a third of buy-side trader’s flow executing via low-touch strategies.
As the choice of e-...
The potential applications of blockchain-style distributed ledgers in the institutional capital markets are many and recent research by Greenwich Associates finds that risk reduction tops the list of...
Corporate bond investors receive an outsized portion of liquidity from the sell side and will continue to do so going forward.
Electronic trading has created pathways to new sources of...
By requiring investors to set research budgets based on specific monetary values for the sell-side products and services they consume, the new rules could prompt asset managers to cut back on the...