An in-depth exploration of the essential departments within a sell-side trading firm, including their roles and interactions.
An exploration of the commission-based revenue models utilized by sell-side trading firms, focusing on trade execution fees and research services.
Understanding the role of proprietary trading as a revenue source for sell-side trading firms, focusing on trading desk profits and market-making activities.
An in-depth exploration of the roles and responsibilities of traders and sales professionals within the institutional market, focusing on trade facilitation and client relationship management.
A comprehensive overview of guidelines and restrictions essential for institutional investment portfolios, focusing on Investment Policy Statements and compliance with mandates.
Learn about the different categories of investment dealers in the Canadian securities industry: Retail firms, Institutional firms, and Integrated firms.
Explore the institutional clients—corporate treasuries, insurance companies, pension funds, mutual funds, hedge funds, endowments, trusts, and investment management firms—that represent the buy side in the financial markets.
Understanding the buy side of fixed-income trading, focusing on portfolio managers, traders, and the institutional clients they serve.
