There are about 30 Aite Group analysts, each with their area of expertise. Each analyst works within a practice: Wealth Management, Institutional Securities & Investments, Retail Banking, Wholesale Banking, Health Insurance, and Life/P&C Insurance.
I (Javier) work within the Wealth Management practice and also collaborate with peers in other practices. I split my time between consulting with clients and writing reports based on direct research efforts (quantitative/qualitative surveys, management interviews, traders/investor surveys). Some of my recent reports include:
Active Trader Market: Changing Currents, Rising Tide
Release Date: February 28, 2011
Description: Impact Report; Javier Paz; 74 pages, 59 figures, 5 tables
Content. There is major change afoot in the U.S. active trader market. The hardware upon which retail online trading occurs has gone through a major makeover, and is more interactive and increasingly mobile. This report argues that an even more profound change is taking place in terms of who is trading and what is being traded. Specifically, this Impact Report will describe patterns seen within the trader segments defined in the next section of this report: active investors, active traders, more frequent traders, and inactive traders. This report will also provide a frame of reference surrounding how leading securities firms in the United States are positioned to serve the more frequent trader market. This report also profiles 11 market players in order to show competing technology and product offers.
Report Link - Aite Group
Top 10 Trends in Wealth Management, 2012
Release Date: January 19, 2012
Description: Impact Report; Alois Pirker, Sophie Schmitt, Javier Paz, Greg Cherry; 30 pages, 13 figures
Content. In this Impact Note, the Aite Group Wealth Management team has assembled a collection of 10 topics that have the potential for dominating the wealth management industry in 2012. The wealth management industry has experienced radical changes ever since the financial crisis of 2008, and we expect these changes to continue to take place in 2012. Many trends discussed in this Impact Note affect business models, profitability pressures, investor requirements, and more. Wealth management firms are required to constantly, quickly, and frugally rethink the way they do business in order to be successful in a challenging market environment.
Report Link - Aite Group
Capital Markets Structure: Unresolved Stressors
Release Date: September 27, 2011
Description: Impact Report; Javier Paz, Bob McDowall, John Jay; 39 pages, 11 figures, 2 tables
Content. With the European crisis in close focus, this report identifies systemic stressors in capital markets behind the string of financial crises since 2007. This “wiring” or interconnectedness of capital markets gained speed in the 1990s. But this sloppy and ad-hoc integration plus huge stakes in global cash/derivatives markets have now exposed capital markets to massive shocks and even disorderly disintegration. The report describes what a disintegration scenario would look like and what opportunities could come out of it. It also gives policymakers, financial services firms, and technology firms, actionable recommendation to guard against these heightened systemic risks. Javier Paz was lead analyst for this report, with insights from two additional Aite Group practices: Securities and Investments and Wholesale Banking.
Report Link - Aite Group
FX Social Networks: Reshaping the Investor Landscape
Release Date: July 26, 2011
Description: Impact Report, 39 pages, 19 figures, 1 table
Content. Without much fanfare, a sweeping change in retail investing is taking place. Despite the shaky economic climate, the six leading social-investing firms worldwide are seeing a rapid acceleration in account growth rates (high double-digits to mid-triple digits). This report provides an in-depth examination of the growth drivers, main players, and how FX social-investing is reshaping the global investor landscape and not just for FX. To gain unique insights on the differing approaches to social investing, Aite Group interviewed the CEOs of these six companies. The report identifies the best practices in the space, the firms that are gaining an advantage on the race for scale and those best positioned to help other financial firms (brokers, banks and securities firms) participate on this expansion of the retail investor market. Firms profiled include: eToro, Tradency, ZuluTrade, Currensee, Collective2, and myFXbook.
Report Link - Aite Group
FX Brokerage: The Dawn of Institutionalization
Release Date: June 28, 2011
Description: Impact Report, 78 pages, 46 figures, 2 tables
Content. The first round of the Aite Group 2011 FX broker surveys provides exclusive industry statistics, such 10-year revenue and trading volumes of leading brokers profiled. In addition, we examine the size of online traffic to broker websites worldwide, their geographic origin, and increasingly popular trading instruments outside of FX being offered. This report evaluates how new U.S. regulation allowing banks to participate in the retail FX market are conducive to the institutionalization of retail FX worldwide. Finally, this Impact Report also provides a clear way for these new entrants to evaluate objectively market opportunities and the optimal white label provider. Firms profiled include: Gain Capital, FXCM, Saxo Bank, GFT, OANDA, Dukascopy Bank, FXDD, FX Solutions, IBFX, and MIG Bank.
Report Link - Aite Group
Retail FX Traders: Pilgrims to the Land of High Returns
Release Date: May 17, 2011
Description: Impact Report, 71 pages, 80 figures, 3 tables
Content. This impact Report offers strategic marketing insights to assist brokerage firms to make efficient use of marketing budgets and personnel deployed worldwide. Aite Group evaluated the client demographic patterns (gender, education, income levels, and age) of ten sets of firms, including FX and stock brokerage firms in the United States, Japan, and Europe as well as options firms and active trader firms in the United States. This evaluation showed areas where various types of brokers were using their marketing resources inefficiently. Finally, this report also identified regions that will experience fast growth in online trading over the next two decades, as well as the leading causes for these changes.
Report Link - Aite Group
Retail FX Comes of Age: Leveraged Trading, Here to Stay
Release Date: March 23, 2011
Description: Impact Report, 39 pages, 13 figures, 5 tables
Content. This report provides a brief 10-year history of retail FX and an education of brokerage models to new participants. For brokerage, banks and technology firms already in the sector, this report offers critical 2010 industry estimates, such as trading volume/revenue/clients in 3 regions. Through this report, Aite Group analyzed the size and key statistics of 79 FX brokers worldwide (38 from Japan) and thereby expanded the industry’s understanding about regional contributions to the overall turnover.
Report Link - Aite Group
To inquire further about any of these reports, contact Aite Group through this link.
