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Winning the broker vote

Winning the broker vote

Source: Z/Yen Limited - operational performance of European brokers

Investment managers are increasingly performing sophisticated ranking of their brokers’ operational performance as part of their business allocation process. Brokers who excel at confirmations and settlement processing and who develop relationships with the investment managers are winning business, particularly for large-scale program trades.

Z/Yen interviewed 71 leading investment managers in 10 European countries to assess the importance of operational performance in broker selection and to rank the services provided by 13 leading brokers for both equities and fixed income products.

As in 2004, Merrill Lynch and CSFB were ranked highly both for their core processing services and for client relationship management support.

The survey found that operational performance continues to be a growing factor in the broker vote (the process by which investment managers allocate business to brokers).

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