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 four securities and investments membership services: Wealth Management, Capital Markets, Finance & Risk, and Commodities.

Wealth Management

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.

Title Date
オンライン証券市場のトレンドと発展
Online Brokerages: Trends and Developments		 6/26/2009
Ranking the Vendors of Account Aggregation Technology 2009 6/23/2009
中国证券业IT投入
IT Spending Trends in the Chinese Securities Industry		 6/23/2009
Celent Launches New Securities & Investments Research Model 6/17/2009
中国财富管理市场 6/10/2009
Wealth Management in China 5/28/2009
Pricing Solutions for OTC Derivatives and Structured Products 5/7/2009
Classification 2009 des Fournisseurs européens de Solutions de Gestion de Patrimoine 4/13/2009
Unified Managed Accounts Outsourced Programs 3/3/2009
The Hong Kong Retail Investment Market 2/27/2009

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Capital Markets

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.

Title Date
中国证券业IT投入
IT Spending Trends in the Chinese Securities Industry		 6/23/2009
OTC Derivatives Collateral Management: A Credit Risk Mitigation Technique Revisited 6/16/2009
Capital Markets 2.0: The Future of Institutional Brokerage and Market Making Operations 5/28/2009
The Future of Asian Exchanges 5/18/2009
Trading in Carbon Emissions: Gearing Up for the Next Big Market 5/11/2009
Pricing Solutions for OTC Derivatives and Structured Products 5/7/2009
Ranking the Vendors of Hedge Fund Investor Accounting Technology 2009 3/27/2009
日本の金融機関における取引後処理：証券会社、銀行、
Post-Trade Processing in Japan: Back and Middle Office STP at Brokerages, Banks, and Asset Managers		 3/18/2009
Post-Trade Processing in Japan: Back and Middle Office STP at Brokerages, Banks, and Asset Managers 3/18/2009
The New Liquidity Shift: US Equities Markets 2.0 2/13/2009

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Finance & Risk

This new service aims to deliver the latest thinking and insights around issues of strategy, operational practices, and the technology underpinnings in order to achieve high-performing finance, risk and compliance functions. To learn more about this service, click here.

To see a research agenda or titles of upcoming Finance & Risk  reports, please contact Andrew Renzella at arenzella@celent.com or +1.617.262.3124.

Title Date
Enterprise Risk and Governance: Trends, Vendors, and Market Outlook 6/16/2009
OTC Derivatives Collateral Management: A Credit Risk Mitigation Technique Revisited 6/16/2009
Pricing Solutions for OTC Derivatives and Structured Products 5/7/2009
OTC Derivatives and Structured Product Pricing Practices: Trends and Technology Strategies for the Coming Market Reformation 3/25/2009
Post-Trade Processing in Japan: Back and Middle Office STP at Brokerages, Banks, and Asset Managers 3/18/2009
日本の金融機関における海外拡大戦略
International Expansion Strategies of Japanese Financial Institutions		 1/27/2009
IT Spending in Financial Services: A Global Perspective 1/9/2009
Commercial Lending Credit Risk Management: Surveying Business and Risk Technology Practices 1/7/2009
Financing the Financials: Funding Trends in the New Economy 12/31/2008
Allégations fallacieuses à propos de la Crise du Crédit : Examen critique des Décideurs américains 12/29/2008

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Commodities

This research service focuses exclusively on commodities and aims to deliver the latest thinking and insights around commodities trading strategies, operational practices, and technological underpinnings. Celent's unique research and advisory service will help financial institutions and technology providers stay abreast of industry trends, analyze and seize opportunities, and monitor the playing field.  To learn more about this service, click here.

To see a research agenda or titles of upcoming reports, please contact Andrew Renzella at arenzella@celent.com or +1.617.262.3124.

Title Date
Trading in Carbon Emissions: Gearing Up for the Next Big Market 5/11/2009
Pricing Solutions for OTC Derivatives and Structured Products 5/7/2009
Commodity Exchanges: Consolidation Drivers and Implications 2/24/2009
日本の金融機関における海外拡大戦略
International Expansion Strategies of Japanese Financial Institutions		 1/27/2009
IT Spending in Financial Services: A Global Perspective 1/9/2009
Global Carbon Emission Market: The Infancy of a Major Commodity Market 12/18/2008
IT Solutions for Trading and Risk Management in Commodities Markets 12/4/2008
Freight Derivatives: The Beginning of the End or the End of the Beginning? 12/4/2008
信用収縮への備え
Preparing for the credit downturn		 11/21/2008
European Post-Trade Processing: STP in the Back and Middle Office 10/10/2008

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