Explore the role of institutional clients in financial markets, their impact, and the services provided by investment dealers in Canada.
Explore the essential criteria institutional clients use to select sell-side brokers, focusing on relationships, trade execution, market access, research quality, and transaction cost analysis within the Canadian financial landscape.
Explore the key takeaways from Chapter 27 on working with institutional clients, emphasizing the importance of understanding sell-side and buy-side dynamics, and maintaining effective client relationships.
Explore the core functions and roles within equity sales and trading departments, including institutional equity sales staff, agency traders, liability traders, and market makers. Understand program trading, structured finance, and futures and options in equity trading.
Explore essential resources for understanding institutional clients, including books, courses, articles, and official regulations.
Explore the role of institutional clients in Canadian financial markets, including the dynamics of the sell side and buy side, investment dealer responsibilities, and current trends.
