Experienced ETF Sub-Advisory and Portfolio Management Team

Equities



DIRECT MARKET ACCESS TO HIGH QUALITY LIQUIDITY STANDARD AND CUSTOMIZED DYNAMIC ALGORITHMIC TRADING PRIME BROKERAGE PARTNERS RISK MANAGEMENT
  • More than 65 primary exchanges
  • 8 of the 10 largest global banks that dominate the ETF service provider space
  • Achieve optimal execution using smart order router technology
  • Implement complex trading strategies and discover the best price across multiple venues based on liquidity considerations
  • Ability to implement customized algorithms to maximize the efficiency and effectiveness of the optimized trade list
  • Implementation of constraints to maintain desired range of market neutrality
  • Incorporate and adjust a defined level of aggressiveness
  • Multiple partners have combined global match book of over $30 billion
  • Highly rated non-U.S. bank partners with guarantees from the parent company
  • Accessibility to hard-to-borrow and special situation names
  • Immediate short sale approvals and indicative rates upon request for single stock and baskets
  • Robust access at the open on borrowed securities
  • Comprehensive tolerance thresholds and compliance rules set for each account
  • Systems and processes that allow for access to multiple data sources for real-time analysis and trade execution
  • Automated reporting capabilities for daily end of day post trade communication with service providers
  • Full audit trail of each transaction