The U.S. Institutional Equity Trading Study Series

The U.S. Institutional Equity Trading Study Series

While most of our webinars are available OnDemand shortly after the live broadcast, this series is an exception.  This webinar and its respective charts and graphs slides are only available for replay and distribution to our equity practice subscribers or with the purchase of Tabb Group’s 2018 Institutional Equity Trading Study. If you are interested in purchasing a copy of the study, please contact Bruce Morris at   TABB Group’s Annual Institutional Equity Trading Study (to be released this month) interviewed over 100 buy-side heads of desk and senior traders. Research subjects ranged from key strategies employed, the impact of MiFID II, how buy-side traders are reshaping their business based on increased competition from ETFs, buy-side trading partners, buy-side traders’ top priorities and how buy-side traders’ servicing needs are changing. Aligned with the release of this annual survey TABB Group is presenting a preview of our research in a three-part webinar series. Broadcast dates and descriptions are as follows:   Complete Series Part 1:  Jul. 25 - U.S. Institutional Equity Trading Study: The Impact of MiFID II on U.S. Investment Managers.  The implementation of MiFID II in Europe in January constitutes the biggest concern for the buy-side in 2018 across firms of all sizes. Questions about unbundling research from execution and who will pay for research going forward remain for U.S. firms even if they are not impacted directly. This webinar examines the repercussions of the regulation and how the U.S. investment management is responding this year and beyond.     Part 2:  Aug. 8 - U.S. Institutional Equity Trading Study: The Active vs. Passive Debate.   With Bloomberg estimating that passive equity funds are on target to surpass active funds by 2019, active managers are facing the reality that this trend is holding and are consequently feeling the pressure to outperform to survive. This webinar addresses how the buy-side is reacting to the shift to passive investing, and what the future may hold for the investment management industry.  Part 3:  Aug. 22 - U.S. Institutional Equity Trading Study: Key Strategies for 2018.  Large firms with diversified product offerings and internal resources will fare relatively well. Some will merge with each other to achieve scale as was seen in 2017 with Standard Life’s merger with Aberdeen Asset Management, and of Janus Capital with Henderson Group. Short of such dramatic action, asset managers must strategize seriously about how they will adapt to these forces in terms of organizational and technology strategies. 

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