TOPIC: Fund Intelligence

529 Year-End Planning & Recap Webinar

Hosted by Tim Gorrell, Executive Director of Ohio’s 529 CollegeAdvantage, and Paul Curley, Director of Savings Research at ISS Market Intelligence, December’s webinar closed out

Trade Strategy and Volatility Surprises

What happens when the price volatility of a stock differs from market expectations?  What type of trade strategies are used when the level of volatility

Dark Pool Differences

Recently we looked at Systematic Internalizers (“SI’s”) to examine the differences between different types of SI’s. We now turn to Dark Pools to look at

Towards a Broker Scorecard Methodology

Evaluating broker performance is a critical part of best execution for the buy-side. Traditionally, broker scorecards are used in the context of measuring the overall