全球资本市场的策略计画

Abstract

This document is about Worldwide Capital Markets 2007 Strategic Initiatives: Access, Latency, Integration, and Globalization

Table of Contents

• Table of Contents
• Financial Insights Opinion
• In This Report
  • Brief Description of the Solution
  • Methodology
• Situation Overview
• Figure: Example of a Portable Alpha Portfolio
  • Our Longer-Term Vision
  • 2006 IT Spending Priorities
  • Table: Top 10 Issues in the Capital Markets, 2006
    • Buy Side - Retail and Institutional Asset Management
      • 1) Multi-Asset-Class Trading Strategies - Search for Portable Alpha
      • 2) Improved Portfolio Management, Risk Management, and Administration
      • 3) Diversification of Prime Brokerage Relationships
      • Figure: Number of Brokers Used, 2005 and 2006
      • Table: Prime Brokerage Service Needs of Hedge Funds
      • 4) Increased Investment Specialization
      • Figure: Increased Focus on Investment Specialization Example
      • 5) Improved Middle- and Back-Office Operations
      • 6) Increased Trading Partner Connectivity
      • 7) Enhanced Market Compliance
      • 8) Trading Analytics - Transaction Cost Analysis
      • 9) Operational Risk Management
      • 10) Sourcing
      • Honorable Mention - Improved Information Management
    • Sell-Side Institutional Sales and Trading
      • 1) Globalization of the Capital Formation Process
      • Figure: Algorithmic Trading Use Expectations, 2005 and 2006
      • 2) Increased Trading Automation
      • 3) Customization of Algorithmic Trading Tools
      • Figure: Annual Global IPO Activity by Region, 2001-2005
      • 4) Growth in Structured Products
      • 5) Expanded Trading Partner Connectivity
      • 6) Enhanced Market Compliance
      • 7) Development of Alternative Market Segments
      • 8) Optimized Customer Relationship Management
      • 9) Enterprisewide Technology Management
      • 10) Straight-Through Processing
    • Processors - Exchanges
  • The Impact of Regulations
  • Orders and Quotes
    • Opportunities
    • Differences Between U.S. and European Markets Before MiFID and Reg NMS
    • Europe and the United States After MiFID and Reg NMS
• Future Outlook
• Essential Guidance
  • Actions for Financial Institutions
  • Actions for Vendors
• Learn More
  • Related Research
  • Synopsis