[ O U T S O U R C E D T R A D I N G S U R V E Y ]
Table 1 |
2025 |
2024 |
2023 |
Difference 2025-2024 |
Difference 2024-2023 |
Coverage |
6.25 |
6.21 |
6.42 |
0.04 |
-0.21 |
Execution |
6.20 |
6.22 |
6.54 |
-0.02 |
-0.32 |
Operations and Post-Trade |
6.19 |
6.23 |
6.36 |
-0.04 |
-0.13 |
Relationship Management |
6.15 |
6.28 |
6.55 |
-0.13 |
-0.27 |
Trade Decision Support |
6.00 |
5.91 |
6.23 |
0.09 |
-0.32 |
IPO Process and Allocations |
5.25 |
5.33 |
- |
-0.08 |
- |
Onboarding |
5.98 |
6.09 |
6.09 |
-0.11 |
0.00 |
Client Services |
6.15 |
- |
- |
- |
- |
Cost vs Value |
5.99 |
5.97 |
6.33 |
0.02 |
-0.36 |
Average |
6.02 |
6.04 |
6.36 |
-0.02 |
-0.32 |
Chart 2
Chart 3
Coverage( 6.25) receives the highest rating and has seen a rise since 2024 of four basis point. It also represents our respondents ' second highest priority for service delivery behind only Execution.
Trade Decision Support( 6.00) sees the largest annual uptick in rating, increasing nine basis points, pushing this category into the Very Good range, while Cost vs Value( 5.99) also increases by two basis points – just shy of reaching a Very Good rating.
IPO Process and Allocations remains the category with the lowest score once again and paired with the fact that it is ranked as having the least importance to respondents, it will be a category we will need to review for continued inclusion in next year’ s survey.
Solving challenges Chart 4 takes a look at the breakdown of each category rating. Client Services and Relationship Management in previous years have been grouped together as one category, however, this year we decided to separate the two.
Notably, in light of this, almost the same percentage of respondents rate the two
2025 // Outsourced Trading Handbook // 19