Equity Portfolio & Electronic Trading
What We Offer
| Connectivity Abilities |
| AutEx
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Longview
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| Bloomberg |
MacGregor
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| Charles River |
Moxy
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| Email |
Meovest
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| Eze Castle
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NYFIX
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| FlexTrade |
Portware
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| FTP
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SunGard
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| LatentZero |
TNS
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| Linedata
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Tradeware
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| Our Algorithyms |
| VWAP
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Poker Face
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| DynApx |
Rover
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| POV |
Buoy
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| BeatCloz |
Rhino
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| PortCloz
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Ninja
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| Mop |
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| Execution Services |
| Trader managed executions |
| High-touch algorithms |
| Ability to design client specific strategies |
| Access to strategy reports |
| Customizable post-trade analysis |
| Clearing & Settlement follow-through |
Leveraging Technology
Customizable Pre-Trade Analysis
- Identifies potential risks
- Determines client profile, objectives and optimal strategies
- Displays portfolio characteristics and summary statistics
- Estimates market impact, cost of trade,
assesses liquidity, projects volatility and helps optimize
trading strategy
Oppenheimer's Proprietary Intra-Day Analysis
- Analyzes portfolio executions in real-time
- Alerts traders of securities that may require increased manual intervention
Best-In-Class Analytics
Creating an Optimal Execution Strategy
- We provide a combination of high-touch (complex trades requiring manual intervention) and
low-touch (less complex and more automated trades) methods to generate the optimal solution for each
client's needs.
- We excel at fi nding naturals (crossing opportunities) for all types of securities, but especially for small- and
mid-cap names (representing 75% of our equity research coverage) by working with our expert traders
on our Cash desk (50% of fl ow). This provides a more fl exible and opportunistic trading strategy.
Post-Trade Analytics
- Used as a trading performance scorecard: evaluate performance, transaction costs and execution quality
- Provides insight into the effectiveness of the strategy implemented and detailed explanations on asset
value changes
- Executions are compared against client-specifi ed benchmarks (or the standard VWAP, Arrival Price, Open,
and Close)
- Reports are customizable to client preferred format
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