Healthy Markets Announces Release of New Report, Better Best Execution, to Its Members

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Staying on Top of Investment Advisers' Evolving Expectations for Best Execution

On April 20, 2017, the Healthy Markets Association, an investor-focused not-for-profit coalition focused on improving the capital markets, released of the Second Edition of Better Best Execution, a groundbreaking report focused on investment advisers’ responsibilities for best execution.

From the best-selling book Flash Boys, to US Senate hearings, to more than a half dozen regulatory enforcement cases against some of the largest, most sophisticated brokers in the world, advisers have been warned. Their brokers may be taking unfair, or even illegal, advantage of them. Regulators are paying closer attention. And fierce competition for investment dollars makes every basis point count.

How can institutional investors protect their customers? How can they fulfill their best execution obligations?

In Better Best Execution, Healthy Markets offers its members:

a practical review of investment advisers’ best execution obligations and processes;
a summary of the substantive requirements and investment advisers’ disclosures obligations;
a survey of many current strategies used by investment advisers to meet their best execution obligations; and
a preview of likely refinements to the regulation of and strategies used by investment advisers.

“While the regulators have made it clear that investment advisers have a “best execution” responsibility, they have not made it clear what this responsibility really entails,” said Tyler Gellasch, Executive Director of Healthy Markets Association. “With rapidly changing technology and a fluid regulatory environment, we're taking a look at what 'best execution' means for institutional investors today.”

For more information about the Better Best Execution Report, (which is available to only Healthy Markets members), or the work of the Healthy Markets Association, please see our website at healthymarkets.org.

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About Healthy Markets
Healthy Markets is an investor-focused not-for-profit coalition looking to educate market participants and promote data-driven reforms to market structure challenges. Our members, who range from a few billion to hundreds of billions of dollars in AUM, have come together behind one basic principle: Informed investors and policymakers are essential for healthy capital markets.

Healthy Markets can be found online at healthymarkets.org.
Twitter: @healthymkts

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Tyler Gellasch
@healthymkts
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