Ancerno's Trade Compass provides a valuable tool that allows investment managers to determine the liquidity of their investment holdings. This report evaluates your holdings as a percentage of typical daily volume. It estimates the time that the investor would require to liquidate any holding or the entire portfolio.
Introduction
Trade Compass is a state of the art, pre-trade analytic which acts as your blueprint to trade program lists more effectively by:
- Identifying stocks which require special handling
- Paring off stocks with similar trade characteristics on different sides of the market
- Finding the strategy and tactic enabling you to optimize the trade in each individual name
Methodology
- Trade Compass balances the costs attributable to immediacy and timing delay.
- Trade Compass provides you with a roadmap to determine the opportunities to trade and can lead you to the correct approach to take
- All the metrics are transparent and straightforward
Benefits
- Trade Compass offers total confidentiality - rather than access a broker website the analysis of your lists reside on your desktop.
- Trade Compass offers an agency estimate which is unbiased, broker neutral and unconflicted unlike proprietary broker estimates
- Lists are easily created in the application and further customize when exported to Excel.