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Portfolio Trading

Global market access.  Global trading expertise.  Advanced technology.

Leveraging our core strengths to provide exceptional portfolio execution services. 

At ConvergEx, our clients get the benefits of our global multi-asset class trading expertise and advanced execution tools combined with our broad access to maximum sources of liquidity to deliver consistent, performance-driven results in over 100 markets worldwide.  We specialize in the efficient handling of portfolio trades, with the skill and experience to deliver your order into the market with optimal timing.

As a leading global agency brokerage firm, we enhance our portfolio trading products with the expertise, analysis and conflict-free position our clients require.  Whether you’re looking for sophisticated electronic execution tools or the deep knowledge of our experienced portfolio sales traders, ConvergEx can help you manage your portfolio trading needs in all the markets we serve through a variety of execution products and services.

Helping you achieve your trading objectives

ConvergEx can help you achieve your trading goals for passively managed, enhanced indexed or structured multi-asset class accounts, including equities, fixed income, U.S. exchange listed options and ADRs/GDRs.  With different portfolio-oriented trading strategies, you can trade anonymously without sacrificing control.

Broad capabilities.  Access to global expertise.

Our skilled Portfolio Trading Desks operate as a true strategic partner, applying their global expertise to connect you to over 100 markets worldwide.  They ensure that execution costs are minimized and the widest range of available information is used in the execution of your trades, with 24-hour service and support around the globe.

Through our U.S. Portfolio Trading Desk, our clients also have access to APEX, our sophisticated portfolio optimizer, specifically designed to identify optimal trading rates in real time as market conditions evolve.  A dynamic implementation shortfall portfolio algorithm, together with sophisticated metrics, APEX is a comprehensive, powerful tool built to provide unique, customized strategies to maximize our clients’ execution decisions.

Customized Foreign Exchange Trading

Through our non-U.S. Portfolio Trading Desk, we provide FX trading using our conflict-free model 24 hours a day, out of five major dealing centers worldwide.  We combine sophisticated tools with our advanced technology platform, together with a network of top-tier bank counterparties, to deliver customized FX trading solutions to clients.

Our strategies are tailored to meet each client’s specific investment objectives, including pre-arranged slicing at multiple fixings in conjunction with each underlying equity execution.  Our collaborative approach with clients and custodians enable us to execute currency transactions in many of the world’s most complex emerging, frontier and developed markets.  Clients benefit from our professional expertise and ability to pre-arrange customized settlement solutions for both equities and currencies alike.

Industry-leading technology.  Maximum access.

ConvergEx advanced technology gives you direct access to a broad array of diverse sources of liquidity.  Our cutting-edge liquidity management tools include:

ConvergEx Cross^SM- our robust crossing engine that provides anonymous execution at the midpoint with natural buy-side contraparties

VortEx^SM- our agency dark liquidity pool that uniquely aggregates internal and external dark liquidity into a single pool accessible by both streaming and resting order flow

ConvergEx Algorithmic Suite - a comprehensive suite of advanced algorithms, built to meet a broad spectrum of strategies and requirements

TactEx - our innovative suite of Advanced Direct Market Access order types that allow traders to access all major sources of displayed and non-displayed liquidity simultaneously

ADR Direct^SM - our innovative solution that allows institutional investors to trade ordinary shares overseas and automatically convert those shares to ADRs in US dollars

Sonic^SM - our comprehensive equities execution management platform

DerivatEx^SM- our U.S. options execution platform

Perform-Ex^SM - our extensive set of performance measurement, monitoring and management tools 

Market Coverage

Abu Dhabi Argentina Armenia Australia Austria Bahrain Bangladesh Barbados Belgium Benin Bermuda Bosnia Botswana Brazil Bulgaria Burkina-Faso Canada Chile China-Shenzhen China-Shanghai Croatia Colombia Congo Cyprus Czech Republic Denmark DIFIX

Dubai Eastern Caribbean Ecuador Egypt Estonia Finland France Germany Ghana Greece Guinea-Bissau Hong Kong Hungary Iceland India Indonesia Ireland Israel Italy Ivory Coast Jamaica Japan Kazakhstan Kenya Korea Kuwait Latvia

Lebanon Lithuania Luxembourg Macedonia Malaysia Malawi Mali Malta Mauritius Mexico Mongolia Morocco Mozambique Namibia Netherlands New Zealand Niger Nigeria Norway Oman Palestine Pakistan Panama Peru Philippines Poland Portugal

Qatar Romania Saudi Arabia Serbia Senegal Singapore Slovakia Slovenia South Africa Swaziland Sweden Switzerland Taiwan Tanzania Thailand Togo Trinidad & Tobago Tunisia Turkey Uganda Uruguay United States Uzbekistan Venezuela Vietnam Zambia Zimbabwe

 

U.S. Portfolio Trading Desk:    212-468-7670

Non-U.S. Portfolio Trading Desk:

New York:                    212-237-0450

Bermuda:                    441-298-9949

London:                       44-207-964-6577

Hong Kong:                852-3921-8121