Executive Summary

This report provides detailed information from North America-based convertibles investors including helpful benchmark data such as:

  • Use of multi-dealer platforms for convertible trading
  • Concentration of convertibles trading
  • Weighting of key drivers in allocating secondary convertibles volume
  • Key factors in broker selection
Methodology

This report provides detailed information on convertible activity according to North America-based convertibles investors. Research is based on in-person and telephone interviews with 71 total institutions in the 2022 Study. The data in this report is based upon aggregated results from individuals participating in the study.