Trade Idea Monitor (the TIM)
Clients place increasing value on brokers' trade ideas,
but need tools to identify and measure quality. Brokers want
to demonstrate the value of their ideas, control the flow of
communication to clients, and ensure information is compliant
and secure. The TIM is a powerful on-demand application for
the creation, measurement and secure delivery of trade ideas
from authors (mainly brokers) to recipients (mainly buy-side
clients).
Benefits the TIM provides to brokers:
- Control –
Managers control idea publication, internal idea viewing,
and idea updating.
- Measurement
– Authorised staff view performance of ideas and
idea portfolios against benchmarks and other ideas. Sales
management reward staff for performance, volume, and
customer value. Brokers measure and communicate the value
their ideas create for clients.
- Compliance
– Compliance staff manage disclaimers, authors, and
email messages while viewing current and historical
ideas.
- Integration
– The TIM operates within your portal or imbedded
in existing applications, with no additional sign-on and
matches your colour and format standards.
Benefits the TIM provides to fund managers:
- Search –
Proprietary and buy-side traders screen ideas, for
example, to search for hedges or for ideas in particular
sectors from authors with a proven track record.
- Momentum –
Users analyse market momentum by aggregating ideas and
viewing statistics such as long and short idea value.
- Measurement
– Traders compare the performance of internal and
external research and sales organisations.
- Alerts –
Users tailor their alert criteria – for example to
receive email alerts for ideas where they hold a current
position.
Download a brochure on the Trade Idea Monitor: (Word) (PDF).