TABB Group 2017 Research Keys on Top Trends and Pending Priorities in Financial Services

NEW YORK and LONDON, Sept. 18, 2017 -- TABB Group, the international research and consulting firm focused on capital markets and financial technology, today announced a new research calendar focused on the fast-paced tech drivers and trends that have come to the fore this year. Based on industry demand and customer feedback, TABB Group’s research agenda examines topics covering all aspects of equities, derivatives, fixed income, cryptocurrencies and FinTech.

More than 50 TABB Group research reports published so far in 2017 have keyed on top trends affecting financial service firms, from MiFID II to trading technology and custodian services. In the coming months, TABB Group research analysts will focus sharply on trends in investment management and FinTech, including artificial intelligence (AI), machine learning, distributed ledger technology (DLT), and alternative data and the Internet of Things (IoT). Portfolio management, SEF’s and fixed income market structure will also take center stage, as will the looming Jan. 3, 2018, MiFID II deadline. The full research agenda can be viewed at www.tabbgroup.com.

“Secular trends in technologies and business models are aggressively evolving that are changing capital markets,” said Anthony M Perrotta Jr, CEO of TABB Group. “Significant change and challenges are coming from cryptocurrencies and the distributed ledger technology that is the foundation of coin offerings. TABB Group is cutting through the myriad of noise in the market on these new offerings and applying our deep knowledge of capital markets market structure and technology to provide indispensable insight as to how and when capital markets will be affected and transformed.”

TABB Group research reports through 2017 will focus on topics including:

• “Alternative Data: Internet of Things Data for Capital Markets” will examine the state of play of IoT data entering the fray in capital markets.
• “SEF Trading 2017: Still Waters Run Deep” assesses the degree to which the once-opaque U.S. swaps market has transitioned onto regulated Swaps Execution Facilities (SEFs) and any roadblocks or drivers behind future adoption.
• “The Changing Face of Portfolio Management,” and a separate report on active management.
• “US Treasuries Trading Evolution: Adaptable Connectivity” assesses the degree to which the traditional US Treasuries trading ecosystem has evolved over the last few years.
• “Next Generation Models: A View on Ant Financial” will focus on China’s largest financial service firm, with 500 million customers, spun out of Alibaba. The report explores how Ant Financial’s business and technology models fit in the global FinTech space, combining to offer data-driven, low friction, hyper-connected offerings.

Highlighted among the TABB Group research reports already published in 2017:

• US Institutional Equity Trading Study 2017: In the Eye of the Storm, which examined a record-breaking U.S. equities market amid a swell of political uncertainty and low market volatility.
• Blockchain: Saved by the Enterprise: Blockchain, aka distributed ledger technology (DLT), has the power to transform the most fundamental foundation of capital markets, but it will need to operate within the markets ecosystem.
• MiFID II’s SI Regime: A New Liquidity Source in Europe’s Equity Market. In the final countdown to MiFID II, TABB Group examines prospective SI operators, the models they will adopt and expected usage of the regime, based on in-depth interviews with 20 buyside heads of European equity trading.
• The Evolving Views on Client Touch: Cost and Algorithms Transform High- and Low-Touch Desks, which focused on the merging of trading skills in a new era of financial technology.
• Safekeeping Empowered: Reimagining the US Custody Business, reporting on custodian banks efforts to adopt new methods and technology to attracting and retain assets.
• Resetting the Standards: ETFs’ Role in an Evolving Buy -Side Tool Chest, on buy-side firms directing increasing flow toward the Exchange Traded Fund (ETF) market.

About TABB Group
TABB Group is the international research and consulting firm focused exclusively on capital markets. For 14 years, TABB Group has been helping business leaders gain a truer understanding of financial markets issues to develop actionable roadmaps and approaches to future growth. By accurately assessing their customer base, competition, and key market opportunities, TABB Group works with senior industry leaders to make critical decisions about their business. For more information, visit www.tabbgroup.com.

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