Portfolio Construction and Pre-Trade Analytics

TradeSpex offers a highly-customizable, web-based analytics toolkit to deliver value at all stages of the investment cycle.

With five distinct components, TradeSpex' suite of sophisticated, web-based applications cover the full investment cycle.

  • Comprehensive pre-trade, execution and microstructure analytics for global equity portfolios, single stocks, ETFs, indices and futures
  • Transaction cost forecasting and optimal trade scheduling based on METRIC market impact model
  • Extensive proprietary statistical, fundamental and macroeconomic risk models, as well as the ability to create customized factor models
  • Optimizer and associated tools for index and quant portfolio rebalancing, utilizing risk models and METRIC
  • Optimal hedging strategies defined using a combination of futures, ETFs and stocks
  • Programmatic access to core data and analytics through URL API calls and FTP downloads