Equities

  • Manage equities long and short including options.
  • Improve efficiencies by allocating block trades.
  • Model portfolios (rules based environment) to benchmark weightings such as the S&P 500, FTSE 300 or to custom allocation models or social rules. Then compare their performance to the benchmarks.
  • Use pre-trade and post-trade compliance to validate portfolio rebalancing and individual trade decisions.
  • Perform portfolio contribution and attribution, including multi-currency attribution, and compare performance of portfolios or composites to benchmarks.
  • Import data (prices, instruments, ratings, and analytics) from external sources and use it to manage holdings.
  • Measure risk using integrated analytics like Sharpe, Sortino, standard deviation, Rsquared, beta plus others.