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 two securities and investments membership services: Retail Securities & Investments and Institutional Securities & Investments.

Retail Securities & Investments

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. 

Recent reports include:

Title

Date

International Expansion Strategies of Japanese Financial Institutions

11/24/2008

Preparing for the Credit Downturn (Japanese Version)

11/21/2008

Ranking the Vendors of Financial Planning Technology 2008

11/21/2008

Etude de Cas: HSBC et le Segment Amérique Latine

11/13/2008

Securities & Investments IT Spending Update: Navigating the New Volatility

11/7/2008

台湾股权市场

10/17/2008

Equity Market Trends in Taiwain

10/8/2008

US Family Offices: Best Practices in Providing Financial Services to America's Most Privileged Households

9/29/2008

Who's seaworthy in a "perfect storm?"

9/24/2008

Le Marché du Family Office en Europe: Quelles Opportunités?

9/10/2008

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

Institutional Securities & Investments

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.

Recent reports include:

Title

Date

Tendances et Innovations dans l'Administration des Hedge Funds 2008

11/25/2008

International Expansion Strategies of Japanese Financial Institutions

11/24/2008

Preparing for the Credit Downturn (Japanese Version)

11/21/2008

Strategic Expense Management for Investment and Corporate Banking Executives

11/19/2008

Securities & Investments IT Spending Update: Navigating the New Volatility

11/7/2008

Market Updates and Investment Trends--Where the Money Is Going

11/3/2008

台湾股权市场

10/17/2008

Equity Market Trends in Taiwain

10/8/2008

Who's seaworthy in a "perfect storm?"

9/24/2008

Electronic Equity Options Trading: A Technology Transformation for a New Market Structure

9/23/2008

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

 

Team Members:


Mayiz Habbal, PhD
Managing Director


Cubillas Ding


David Easthope


Robert Ellis


Perrine Fiorina


Isabella Fonseca


Neil Katkov, PhD


Yumiko Manchu


Axel Pierron



Isabel Schauerte, PhD


Hua Zhang

 






 
 

 

 

 



 

 

 

        

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