Executive Summary

An analysis of current industry and user trends, including:   

  • The expected elevated amount of vendor evaluations by buy-side institutions in the coming year. 
  • Budget changes among institutions: which types of investors are increasing budgets to finance new technology. 
  • The current status of the movement toward an integrated OEMS, which shows regulations increasing the demand, but investors still primarily using separate systems—or at least perceiving systems as separate. 

Competitive Dynamic and Rankings
Quality Scores and Rankings for more than 20 OMS and EMS providers on key evaluation factors, such as liquidity access and integration capability.

Opportunity Analysis
Easy-to-read tables structured to provide a view into the buy side’s OMS and EMS use and preferences and unearth specific opportunities for technology providers.