The lines between the portfolio management system (PMS) and the order management system (OMS) are getting blurrier by the day.

Consumer lending markets have operated with little major change for over a century. Loan sizes have grown and regulations have become more onerous, but until about 15 years ago, the market remained remarkably similar to the one portrayed in the...

The systemic importance of the U.S. Treasury market cannot be understated. 2021 will see strong issuance of new bonds, and secondary market volatility, as the market and the world digest the monetary and fiscal policy responses that come with it.

Asset managers are discovering a new tool in the fight for increased profitability in an increasingly competitive institutional market: persona client segmentation.

Increased adoption of surveillance and monitoring technology on the buy side has accompanied a rise in third-party solutions tailored to the buy side’s unique scalability and functionality—and not at all coincidentally.

A pandemic. A historic market rout. A historic market rally. An election. Outsourced trading. One of these things does not belong. Or does it?

We believe that the adoption of TCA, especially with enhanced institutional data and greater utilization across the enterprise, will benefit significantly from the trend toward the greater use of analytics across the trading desk.

No one will ever claim that 2020 was a dull year. In this report, we look at U.S. equity market structure topics such as expanding equity exchanges and Reg NMS 2.0 proposals.

The ramifications of new equity exchanges, an increasingly tech-heavy fixed-income market, spending on surveillance technology, clearing and continued cloud adoption are some of the big themes we see shaping 2021.

No market operates in a vacuum. Simultaneously exploring how conditions and activity evolved across asset classes is essential to understanding the strengths and weaknesses of the current market structure.