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Implementation Analytics

Achieving Your Goals Begins with the Right Partner.

A successful transition delivers or exceeds your stated objectives. At ConvergEx, our mission is to deliver cost-effective implementation strategies that achieve your new investment goals. In order to reduce the financial and operational risk of a transition, our global transition management team carefully supervises the implementation from pre-trade through the settlement of the last trade.

Pre-Trade Analytics - Before trading even begins, we use sophisticated analytics to estimate trading costs and identify positions that will be particularly difficult to trade. With this insight and our expertise we’ll design a risk-controlled strategy to help you control the implicit and explicit costs of trading.

Implementation Analytics – Our team develops a suitable implementation strategy using proprietary technologies that measure estimated trading costs, as well as risk itemization. We evaluate the liquidity and volatility characteristics of the portfolios, and analyze the return correlations between securities to arrive at a cost, risk and trading time horizon.

Post-Trade Analytics - As a final assurance for a successful transition, we provide comprehensive post-trade analytics for all transition activity, including comparisons with pre-trade estimates. We measure the overall cost of the transition against standard industry benchmarks such as implementation shortfall, T-Standard or the Volume Weighted Average Price and provide you with a clear measure of the cost and performance of the transition over the execution time horizon.