Instigate change. Start a new collaborative Blog Group

Create group
Blogs
Ivy Schmerken

Alt Data: A Work in Progress

Banks and investment firms have increased their consumption of alternative data sets, but there are still challenges around selecting the most relevant data for trading purposes, according to panelist...

18 Dec 2018
Capital Markets Technology
Ivy Schmerken

CAT is out of the Bag

Despite a one-year delay and other missed deadlines, the order-tracking system known as the Consolidated Audit Trail is back on track as exchanges were due to begin reporting required equities and opt...

03 Dec 2018
Capital Markets Technology
Ivy Schmerken

Big Data: Getting Granular with ESG Factors

With the growth in sustainable investing, there’s been a surge in data on environmental, social and governance (ESG) factors over the past few years. Demand for ESG data is rising as asset managers lo...

05 Nov 2018
Hedge Fund Technology
Ivy Schmerken

A.I. on the Fast Track

When the stock market plunged 1300 points in two days on Oct. 10th and 11th, many analysts scrambled to reconcile the market turmoil with U.S. companies reporting strong corporate earnings. While U.S

22 Oct 2018
Fintech innovation and startups
Ivy Schmerken

Data Science Platforms Help the Buy Side Integrate Alternative Data

Asset managers are looking for ways to mine alternative data sets for investment ideas, recognizing that stock pickers cannot rely on traditional research. An explosion in alternative data, ranging fr...

08 Oct 2018
Fintech
Ivy Schmerken

MiFID II Reaches Across the Pond: Is This the Calm Before the Storm?

Despite the view that MiFID II is a European regulation, US investment managers are experiencing disruption as they align their research payment and execution practices with the influential standard. ...

17 Sep 2018
MiFID
Ivy Schmerken

Treasury Trading Evolves with Bilateral Streaming

Electronic trading in the US Treasury secondary market is evolving and shifting, as non-bank liquidity providers and dealers participate on venues that offer bilateral streaming on a disclosed basis. ...

27 Aug 2018
Capital Markets Technology
Ivy Schmerken

Buy Side Juggles Efficiency and Workflow in Search for Bond Liquidity

Corporate bond investors are seeking operational efficiencies on their fixed income trading desks to lower costs. As the search for bond liquidity across a fragmented credit trading marketplace remai...

03 Aug 2018
Capital Markets Technology
Ivy Schmerken

Algo Development 2.0 Looks to Open Source, Cloud & Big Data

In the next five to 10 years, don’t be shocked if hedge funds begin to outsource their algorithms to a team of quants coding in Python using the cloud and open source tools. That was one of the future...

12 Jul 2018
Capital Markets Technology
Ivy Schmerken

Global FX Code Gains Adoption but Last Look is a Thorny Issue

Over 200 market participants have signed the FX Global Code of Conduct, a voluntary set of principles published a year ago to restore trust and curb bad behavior in the wholesale foreign exchange mark...

14 Jun 2018
Financial Services Regulation
Ivy Schmerken

Equity Market Innovation Leads to Venue Proliferation

Several startups are planning to launch either new venues or order types, and even listing standards, to solve problems in US equity trading. At last month’s SIFMA Equity Market Structure conference, ...

25 May 2018
Innovation in Financial Services
Ivy Schmerken

SEC Steers Pilot on Equity Trading Fees and Rebates Amid Headwinds

Diving into one of the more controversial issues in equity market structure, U.S. regulators are moving forward with the transaction-fee pilot that will force stock exchanges to lower the fee caps on ...

07 May 2018
Financial Services Regulation