MiFID's cautious start on bond-price rules shows lobbying impact

Banks, asset managers and trading platforms have long argued that the transparency requirements in MiFID II are ill-suited to a market dominated by securities that investors typically buy and hold to maturity.


How to evaluate an evaluated pricing vendor

What questions should you be asking data vendors ahead of choosing an evaluated pricing service?


Prices for success

Investment decisions can only be optimized by minimizing—as far as possible—tracking error to benchmarks. This requires basing both portfolio management and measurement on the most accurate pricing information available in the market.


Practically speaking — How do you determine liquidity?

Creating an internal policy to guide traders on the allocation of capital to facilitate customer transactions isn’t straightforward.


Muni market faces electronic evolution

Foreign investors and automated traders are bringing more liquidity and resources to bear on the once bucolic US municipal bond and changing its nature, according to a panel discussion during a conference hosted by Voltaire Advisors.

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Not all trades are equal: Putting TCA into context

Whether a trader is looking to gain actionable insight for their next deal, or compliance staff want to conduct best execution surveillance, choosing the most appropriate benchmark to measure execution quality is imperative.


Tracking distressed loan opportunities

Rapidly changing market conditions domestically and abroad have combined to slow U.S. coal production, a trend industry watchers expect to persist as coal prices continue to decline.

Trading and Investing

Reading forecasts to hedge interest rate exposure

As members of the rate-setting committee of the U.S. Federal Reserve contemplate their first rate hike since the Great Recession, it pays to know when they'll act and how far they'll go.

Trading and Investing

SEC Includes Valuation Guidance in Money Market Fund Rule Release

In the adopting release for the recent money market fund rule amendments, the SEC provided guidance for the valuation of short-term debt securities and thinly-traded holdings that is applicable to all registered investment companies and business development companies. The SEC’s guidance focused on two issues: amortized cost valuation and the use of evaluated prices from pricing services.