Broker Portfolio Management Presentation 
The TRADE
NOVEMBER 3, 2023
The report iterates the importance of human traders when trading across regions in practice, where the personalised service high-touch trading offers is often omitted, presenting additional complexities. This figure was up markedly from similar research in 2020, which had the result at 5%.
The TRADE
JANUARY 17, 2024
As a trader, I think it is critical to build strong relationships with portfolio managers, brokers and various internal teams, and this is something I look forward to and enjoy on a daily basis. You started on the sell-side, what made you move over? I was working in operations and was keen to make the move to a trading role.
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The TRADE
JULY 6, 2023
According to Liquidnet’s review, pressure put on equities throughout the course of this year has presented retail traders with a number of “valleys” that offer large percentage gains on specific stocks. Wholesales were found to have increased their consumption of flow from retail brokers. billion worth of purchasing.
The TRADE
JANUARY 24, 2024
From the early days when algorithms were basic rule-based systems executing predefined strategies, to the present era of machine learning and artificial intelligence-driven models, the evolution of algorithmic trading is central to the adaptability of financial markets.
The TRADE
OCTOBER 18, 2024
Dominic Rieb-Smith, managing director, international head, prime services sales, JP Morgan, refers to the past year as “a standout”. Data from Convergence tracking the top 25 prime brokers showed their market share grew from 83.3% in April 2023, to 92% in 2024. This is an ongoing pattern that we suspect will continue for some time.”
The TRADE
JANUARY 3, 2024
New entrants are pouring into this space as demand increases exponentially with each passing year, and there’s certainly enough business to go around at present. That line-up is largely made up of independent firms, prime brokers and custodians, all of whom are enjoying a piece of the growing pie, with their own strengths and weaknesses.
The TRADE
OCTOBER 26, 2023
While traders don’t have the authority to load up trades, outside of execution they are expected to collaborate with their portfolio managers to bring value add to the investment process by making suggestions around idea generation and execution. The trading team work closely in tandem with portfolio managers when preparing a strategy.
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