Securities Industry Essentials (SIE) ExamKnowledge of Capital MarketsMedium

A client is interested in purchasing shares of a company directly from other institutional investors without using a public exchange. This type of transaction would occur in which of the following markets?

  1. APrimary Market
  2. BThird Market
  3. CSecondary Market
  4. DFourth Market
Show answer & explanation

Correct answer: D. Fourth Market

The Fourth Market involves direct trades between institutional investors, often through electronic communication networks (ECNs), bypassing broker-dealers and public exchanges.

Why the other options are wrong

  • A. The primary market deals with the issuance of new securities, not direct trading between institutions.
  • B. The Third Market involves over-the-counter (OTC) trading of exchange-listed securities, typically through broker-dealers.
  • C. The secondary market is where previously issued securities are traded between investors, but usually through public exchanges or broker-dealers.

Fourth Market

The Fourth Market is a market where institutional investors trade securities directly with each other, without the use of broker-dealers or public exchanges.

  • Direct transactions between institutions.
  • Bypasses broker-dealers and public exchanges.
  • Often facilitated by Electronic Communication Networks (ECNs).
  • Aims to reduce transaction costs.

Memory trick: Primary is 'P' for 'Public' new issues, Secondary is 'S' for 'Sold' previously, Third is 'T' for 'Through' broker-dealers OTC, Fourth is 'F' for 'Firm-to-firm' direct.

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