Executive Summary

This report provides detailed information from U.S.-based equity investors with respect to commission management programs including helpful benchmark data such as:

  • Use of external aggregators for third-party payments
  • Proportion of commission management program trading volume executed via electronic trades
  • Total equity spend for execution and research/advisory services
  • U.S. equity commission rate

Methodology

This report provides detailed information on equity products according to U.S.-based equity investors with respect to commission management programs. Research is based on in-person and telephone interviews with 151 U.S. equity investors in the 2019 Study. The data in this report is based upon aggregated results from individuals participating in the study.