A good broker can transform an equity trader’s day. They’re not just order-takers, they’re problem-solvers, partners and sometimes even advisors. But reaching that level of trust and understanding requires give and take. Communication is key—and sometimes, that means having tough conversations. To spark a healthy dialogue, we surveyed 40 U.S. buy-side traders about what they wish their brokers understood better about their daily grind.
Commercial banks’ inability to keep pace with the digital capabilities of consumer platforms like Amazon, Uber and other slick retail banking websites is frustrating U.S. executives, who continue to struggle with cumbersome and often manual...
European institutions are integrating exchange-traded funds (ETFs) more deeply into their investment processes and strategies.
Canadian institutions are at the forefront of a growing move by institutions around the world to integrate exchange-traded funds (ETFs) into their portfolios.
Exchange-listed options are a popular tool, as they offer relatively high transparency and price discovery compared to some other derivatives products. They also provide lower regulatory complexity and counterparty risk.
Across the board, Asian institutions are integrating ETFs into their portfolios as a standard tool for obtaining beta exposures in their allocations in both active and passive strategies.
Institutions are making greater use of ETFs in strategic portfolio functions. They are using ETFs to obtain investment exposures in “core” portfolio allocations, and as building blocks in top-down strategies that create alpha through asset...
Institutional investors are leaving money on the table by using familiar investment vehicles like bonds without first looking to see if they could obtain the same exposure more efficiently with another product like an ETF or a future.
In banking, the analytics arms race is on. Commercial and business banks are late to the analytics party, as advanced analytics have been adopted at a much faster rate in a range of other industries...
Institutional investors increased their annual spending on risk and analytics platforms to $700 million, as “risk tech” expenditures nearly doubled to 10% of total buy-side trading desk technology budgets in 2017.
Outsourced chief investment officer (OCIO) is one of the hottest topics of conversation in our ongoing dialogue with managers, consultants and institutional investors.
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