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: Wealth Management, Capital Markets, and Finance & Risk.

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.

Recent reports include:

Title Date
Unified Managed Accounts: Developments in UMAs and Overlay Technology to Provide Total Client Solutions 1/2/2009
Allégations fallacieuses à propos de la Crise du Crédit : Examen critique des Décideurs américains 12/29/2008
The Global Credit Crisis: Implications for North American Wealth Management 12/16/2008
Flawed Assumptions about the Credit Crisis: A Critical Examination of US Policymakers 12/11/2008
The Global Credit Crisis: Implications for the Asian Wealth Management Market 12/8/2008
欧州のファミリーオフィス市場：ビジネス機会はどこに？ 12/5/2008
Webinar: IT Spending Update: Navigating the New Volatility 12/2/2008
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

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

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.

Recent reports include:

Title Date
Financing the Financials: Funding Trends in the New Economy 12/31/2008
Hedge Fund IT Spending: The Inevitable Contraction 12/31/2008
Asian Securities Exchanges Landscape 12/30/2008
Allégations fallacieuses à propos de la Crise du Crédit : Examen critique des Décideurs américains 12/29/2008
The Future of Exchanges: Opportunities, Challenges, and Strategic Options 12/23/2008
Flawed Assumptions about the Credit Crisis: A Critical Examination of US Policymakers 12/11/2008
Webinar: IT Spending Update: Navigating the New Volatility 12/2/2008
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

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

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.

Recent reports include: 

Title Date
Financing the Financials: Funding Trends in the New Economy 12/31/2008
Flawed Assumptions about the Credit Crisis: A Critical Examination of US Policymakers 12/11/2008
IT Solutions for Trading and Risk Management in Commodities Markets 12/4/2008
Webinar: IT Spending Update: Navigating the New Volatility: 12/2/2008
Strategic Expense Management for Investment and Corporate Banking Executives 11/19/2008
Internal Fraud: Big Brother Needs New Glasses 11/10/2008
Securities & Investments IT Spending Update: Navigating the New Volatility 11/07/2008
Developments in Liquidity Management: Seeking New Working Capital Solutions 10/22/2008
Who's seaworthy in a "perfect storm"? 9/24/2008
Managing OTC Derivatives Risk: Building Capabilities to Tame the Giant 9/17/2008
Webinar: Model Validation Best Practices 8/26/2008
The New Liquidity Risk Management Paradigm: Restructuring Foundations for Best Practices 7/15/2008
Thin Clients and Business Continuity Planning: Evaluating the Potential 7/3/2008
Preparing for the credit downturn 7/2/2008
Solvabilité II: Aperçu et Impact sur l'Informatique 6/27/2008

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
Global Carbon Emission Market: The Infancy of a Major Commodity Market 12/18/08
Freight Derivatives: The Beginning of the End or the End of the Beginning? 12/4/08
IT Solutions for Trading and Risk Management in Commodity Markets 12/4/08