The Role of Exchanges, Clearing Houses and Brokers

The Role of Exchanges, Clearing Houses and Brokers

Lindsey Matthews

30 years: Risk management & derivatives trading

To facilitate the flow of capital within the financial markets there are participants that act as the plumbing of the system. In this video, Lindsey outlines three of those market participants, including exchanges, clearing houses and brokers.

To facilitate the flow of capital within the financial markets there are participants that act as the plumbing of the system. In this video, Lindsey outlines three of those market participants, including exchanges, clearing houses and brokers.

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The Role of Exchanges, Clearing Houses and Brokers

3 mins 14 secs

Key learning objectives:

  • Outline the other vital market participants that ensure a smooth flow of capital

Overview:

To facilitate the flow of capital throughout the financial markets, there are a set of other market participants such as exchanges, brokers and clearing houses. Exchanges are the venues where transactions take place, clearing houses step in between the parties to a transaction and each party settles with the clearing house, and brokers will execute transactions on behalf of clients and also bring parties together in the OTC markets.

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Summary

What does an exchange do?

Exchanges are the venues where transactions take place, an example are the stock exchanges around the world such as the London Stock Exchange and the New York Stock Exchange. There are also derivatives exchanges as well as commodities exchanges to name a few. The rise of electronic trading has led to a proliferation of exchanges or trading venues and there has been much consolidation of these players, with names changing and groups of exchanges being formed.

What do clearing houses do?

To limit settlement risk, in most trades (not all), clearing houses will step in between the parties to a transaction and each party settles with the clearing house rather than each other. 

What do brokers do? 

Stock brokers and derivatives brokers will execute transactions on exchanges on behalf of clients.  Brokers in the OTC markets bring parties together to transact, for example in FX forwards or in interest rate swaps.

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Lindsey Matthews

Lindsey Matthews

Lindsey runs Perfordiant, an investment risk and performance consulting firm. He has worked in financial markets since 1992. Lindsey became an MD in fixed income and equities, ran a Risk function, and was on the management team of an Asset Management fintech business. Lindsey is now a Visiting Fellow at the Henley Business School, and resides on the board of CFA UK.

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