What We Offer
| Connectivity Abilities |
- AutEx
- Bloomberg
- Charles River
- Email
- Eze Castle
- FlexTrade
- FTP
- LatentZero
- Linedata
|
- Longview
- MacGregor
- Moxy
- Meovest
- NYFIX
- Portware
- SunGard
- TNS
- Tradeware
|
| Our Algorithms |
- BeatCloz
- Buoy
- DynApx
- Mop
- Ninja
- Poker Face
|
- PortCloz
- POV
- Rhino
- Rover
- VWAP
|
| Execution Services |
- Ability to design client specific strategies
- Access to strategy reports
- Customizable post-trade analysis
- Clearing & Settlement follow-through
- High-touch algorithms
- Trader managed executions
|
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 finding 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 flow). This provides a more flexible 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
ADDITIONAL LINKS
U.S. Cash Trading
Equity Portfolio & Electronic Trading
Institutional Equity Derivatives – Listed Options & ETFs
Event Driven Sales and Trading
Convertible Securities
Global Institutional Sales
Institutional Marketing – Conferences & Events
