Asset managers continue to see outsourced and supplementary trading relationships as a means to achieve operational efficiencies and a strategy to address the ever-changing regulatory and competitive landscape. Our discussion reviews some of the themes from a September 2022 Open Call on the same subject while providing an update on industry trends.
With Presenter
Jeff LeVeen
Head of Outsourced Trading
JonesTrading
Open Call Index:
STA Update, Opening Remarks – 00:00 mark
Q#1: Recent trends: 02:45 mark
Q#2: Buy side’s experience: 07:00 mark
Q#3: Must-haves for providers: 11:00 mark
Q#4: Mid-sized vs. bulge-bracket: 16:40 mark
Q#5: Looking ahead: 20:40 mark