Executive Summary

This report provides detailed information from portfolio trading investors in the United States, including helpful benchmark data such as:

  • Reported portfolio trading commissions
  • Mix of portfolio trading dollar volume by region and execution channel
  • Concentration of portfolio trading busine


Methodology

This report provides detailed information on Portfolio Trading. Research is based on in-person and telephone interviews with 74 respondents in Q1 of 2017. The data in this report is based upon aggregated results from individuals participating in the study.