1.
Refinitiv가 고객 설문조사를 기초로 하여 ‘The Future Of Trading’이라는 주제로 3부작 보고서를 내놓았습니다.
Report 1: The Impact of AI, Big Data and Analytics on Your Trading Desk
Report 2: The future of trading : The rise of data analytics in trading
Report 3: The Future of Trading: Will machines replace traders?
이중 첫번째 보고서는 The Future of Trading: Technology in 2024에서 소개하였습니다. 오늘은 나머지 보고서를 소개합니다.
The future of trading : The rise of data analytics in trading은 데이타와 관련한 주제를 다룹니다.
The largest data providers will act as the market’s de facto aggregators, meaning that cloud computing and easier access to data will be critical capabilities.
Alternative data will only be useful if traders trust the source, driving home the importance of investment, accuracy and speed.
2.
Redefining Data, The Future of Trading은 ‘기계와 사람의 관계’를 다루고 있습니다. 보고서 중 ‘Relationships in the digital age’를 보면 다음과 같이 정리하고 있습니다.
Technology innovation promises to make capital markets and interaction between people more efficient. The buy side will continue to look to the sell side for market color, capital commitment, research and other value-added services. As trade ideas morph into idea discussions, the sell side is expected to increase the use of digital communication tools to chat, discuss trades and collaborate more broadly.
In this new market environment, traders will become execution consultants, while portfolio managers will rapidly identify, evaluate and test investment ideas.Machines will do the data consumption, deep analysis and execution of trades and investments while humans will work with customers, identify nuanced opportunities and negotiate and manage relationships.
The Future Of Trading And Investment라는 주제로 더 많은 글을 읽어보시려면 Future of Investing & TradingFuture of Investing & Trading에서 보실 수 있습니다. 예를 들어 Building an alternative data ecosystemBuilding an alternative data ecosystem을 보시면 Alternative Data를 다루고 있습니다. 관련한 보고서인 Building an Open and Trustworthy Alt Data Ecosystem을 읽으실 수 있습니다. Reference를 보시면 Alternative Data와 관련한 방대한 자료목록을 참고하실 수 있습니다.
Refinitiv의 Mahesh Narayan이 자본시장에서 경쟁력을 가지기 위해 아래와 같이 하라고 합니다. 여러분의 생각은?
To remain competitive, active managers will need to embrace new, alternative data sources, new technologies such as machine learning, and upgrade their skill sets to apply them effectively.
