Financial Services

financial image

Z/Yen has led several industry initiatives from the 1996 launch of Taskforce 2000, the industry response to the millennium bug, to ongoing investment banking global operations costs benchmarks (European securities, US securities, global derivatives processing, global foreign exchange & money markets, operational performance, and clearance & settlement). Working with the Universities Superannuation Scheme and Gresham College Z/Yen created the Farsight Award for long-term investment research. Z/Yen created and supports the $15M London Accord, the world’s leading ‘open source’ research cooperative into climate change economics. Z/Yen leads the Long Finance Initiative to answer the question “when would we know our financial system is working?”. Z/Yen created and runs the Global Financial Centres Index and is incorporated into Long Finance’s Financial Centre Futures work.

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  • 2015:
  • 2013:
    • Backing Market Forces: How to Make Voluntary Standards Markets Work for Financial Services Regulation – BSI and Chartered Institute for Securities & Investment
    • Keep Your Lid On: A Financial Analyst’s View of the Cost and Valuation of DB Pension Provision - European Federation of Financial Analysts Societies
  • 2012:
  • 2011:
  • 2010 to present:
  • 2010 to 2011:
    • Finance and Forestry, Finance and Water, Finance and Biodiversity & Managed Ecosystem Services – Where’s the Data? – Natural Environment Research Council, Financial Services Knowledge Transfer Network
  • 2010:
    • Don’t Stop Thinking About Tomorrow: The Future of Pensions – Alpheus, European Federation of Financial Analysts Societies
    • In Search Of The Eternal Coin: A Long Finance View Of History
    • Long Finance – SWIFT SIBOS Innotribe project
    • Time To Stop Betting The House: Mortgages, Resilience and The Long Finance – Alpheus
  • 2008:
    • Gambling Commission – algorithmic trading & liquidity investigation
  • 2007 to present:
    • Financial Centre Assessment and Strategy Studies – governments of Seoul, Dublin, Moscow, Cayman Islands, Isle of Man; Copenhagen Finance IT Region; Toronto Financial Services Association; International Financial Centre Montreal
    • Long Finance – numerous reports into financial services reforms – accounting, nature of money, pensions, mortgages
    • The Road To Long Finance: A Systems View Of The Credit Scrunch – Long Finance & various parties – numerous publications
  • 2007:
    • Exchange Invest Conference Monaco – co-organisers
  • 2006 to 2010:
  • 2005 to present:
    • London Accord – economic research into climate change investment opportunities – City of London Corporation, 15 investment banks, 15 other financial institutions, 10 other parties – now over 350 reports, approximately 40 reports managed directly by Z/Yen
  • 2005 to 2007:
  • 2005:
  • 2004 to present:
    • Operational Performance of Brokers – Asian Securities - consortia
    • Operational Performance of Brokers – Global FX and Money Markets - consortia
    • Operational Performance of Brokers – Global OTC Derivatives - consortia
  • 2004:
    • Betting on the Future Online Gambling Goes Mainstream Financial – Centre for the Study of Financial Innovation
    • InvestBX - Evaluation of Competitive Stock Exchange Systems – Advantage West Midlands Regional Development Agency
    • Strategy Canvas – survey of strategic factors for Deutsche Bank & eight other investment banks
  • 2003 to present:
    • Cost per Trade Benchmarking – USA Securities – consortia
    • Operational Performance of Brokers – USA Securities - consortia
    • Operations Best Practice – Corporate Actions - consortia
  • 2003:
    • Central Counter Party Consolidation Impact Analysis – London Clearing House
    • Product Control Survey – product control functions for ABN Amro & eight other investment banks
    • Trade Publication Study on Transparency, Liquidity and the Delayed Publication Rules – London Stock Exchange
  • 2002 to present:
    • Operational Performance of Brokers – European Securities – consortia
  • 2002:
    • Institutional Investment And Trading In UK Smaller Quoted Companies – Quoted Companies Alliance
  • 2001 to present:
    • Cost per Trade Benchmarking – Global FX and Money Markets – consortia
    • Operations Best Practice – Settlement and Custody Fees - consortia
  • 2000 to present:
    • Cost per Trade Benchmarking – European Securities – consortia
    • Cost per Trade Benchmarking – Global OTC Derivatives – consortia
  • 1999:
    • OTC Derivatives Processing Costs – Deutsche Bank & 15 other investment banks
  • 1998:
    • Effects of Moving to Anonymous Counterparty Trading & Reinsurance Costs – London Stock Exchange
  • 1995-1997: The Financial Laboratory – research into risk visualisation - consortium of Barclays, Royal Sun Alliance, London Stock Exchange, City University & others

Please browse the table below for more details on the projects we have undertaken within the Financial Services sector.