While many banks and financial institutions cite loyalty or customer experience as top strategic priorities, surprisingly few firms are fully realizing the potential value from their programs.

Even as trading has become more electronic and geographically diverse, the role of voice communication remains as important a partof the trading process today as it was all those centuries ago. 

This report examines investors’ and liquidity providers’ use of corporate bonds, credit default swaps, total return swaps, ETFs, and futures, and...

Although exchange-traded funds are a relatively recent addition to institutional investing in Latin America, ETFs are quickly taking on an important role in institutions’ portfolio management toolkits. Institutions in Latin America are introducing...

As emerging market countries evolve from resource-based, highly concentrated economies to more diversified and dynamic economies... 

We segmented institutional investors into six categories to provide asset managers and consultants with a more actionable segmentation approach...

The last 10 years have taught capital market participants that managing reputational risk is and should be as important as managing market or...

Open APIs are an excellent example of how technology, banking and even the regulatory environment are converging, changing the way banks...

Transaction cost analysis (TCA) has been around in some form for over three decades. Pioneers in the space originally focused on targeting the product to...

Institutional investors trading FX, while closely monitoring market structure changes, have seen their trading operations reach somewhat of an equilibrium.