Securities and Investments
Celent's Securities and Investments team focuses on information technology and strategy issues affecting brokerages, investment banks, and asset management firms. Celent’s research covers the buy side, the sell side, and market destinations.

Celent reports tend to fall into one or more of the following categories: trends analysis, vendor evaluations, case studies, or market data.

Celent offers two securities and investments membership services: Retail Securities & Investments and Institutional Securities & Investments.

Retail Securities & Investments

This service focuses on strategies and technologies which firms active in the securities industry use to target retail and individual investors. Celent covers a variety of products and services, including brokerage, mutual funds, retirement services, wealth management, and private banking. 

Recent reports include:

Title

Date

Execution Quality in the NYSE Market

1/9/2009

IT Spending in Financial Services: A Global Perspective

1/9/2009

Unified Managed Accounts: Developments in UMAs and Overlay Technology to Provide Total Client Solutions

1/2/2009

Allégations fallacieuses à propos de la Crise du Crédit : Examen critique des Décideurs américains

12/29/2008

The Global Credit Crisis: Implications for North American Wealth Management

12/16/2008

Flawed Assumptions about the Credit Crisis: A Critical Examination of US Policymakers

12/11/2008

The Global Credit Crisis: Implications for the Asian Wealth Management Market

12/8/2008

欧州のファミリーオフィス市場:ビジネス機会はどこに?

12/5/2008

Webinar: IT Spending Update: Navigating the New Volatility

12/2/2008

International Expansion Strategies of Japanese Financial Institutions

11/24/2008

To see all reports available to members of this service, click here.

Institutional Securities & Investments

This service focuses on strategies and technologies employed by securities firms to target institutional, as well as for proprietary trading. Celent covers a variety of products and services (equities, fixed income, futures, derivatives, etc.) from both the buy-side and sell-side perspective.

Recent reports include:

Title

Date

Execution Quality in the NYSE Market

1/9/2009

IT Spending in Financial Services: A Global Perspective

1/9/2009

Financing the Financials: Funding Trends in the New Economy

12/31/2008

Hedge Fund IT Spending: The Inevitable Contraction

12/31/2008

Asian Securities Exchanges Landscape

12/30/2008

Allégations fallacieuses à propos de la Crise du Crédit : Examen critique des Décideurs américains

12/29/2008

The Future of Exchanges: Opportunities, Challenges, and Strategic Options

12/23/2008

Flawed Assumptions about the Credit Crisis: A Critical Examination of US Policymakers

12/11/2008

Webinar: IT Spending Update: Navigating the New Volatility

12/2/2008

Tendances et Innovations dans l'Administration des Hedge Funds 2008

11/25/2008

To see all reports available to members of this service, click here.

 

Team Members:


Mayiz Habbal, PhD
Managing Director


Cubillas Ding


David Easthope


Robert Ellis


Perrine Fiorina


Isabella Fonseca


Neil Katkov, PhD


Yumiko Manchu


Axel Pierron



Isabel Schauerte, PhD


Hua Zhang

 






 
 

 

 

 



 

 

 

        

Send mail to info@celent.com with questions or comments about this Web site.