1
Saxo Bank offers a comprehensive multi-asset offering. Through this offering, Saxo Bank gives Asset Managers access to global financial markets including major and emerging stock exchanges and OTC. Trade commodities, indices, currencies, CFDs and other derivatives and equities. TRADING PLATFORMS Set up sub-accounts for different trading purposes and strategies. Saxo Bank's trading platform allows you to easily switch between sub-accounts. FLEXIBLE ACCOUNT STRUCTURES EXCELLENCE IN TRADE EXECUTION ALLOCATION TOOL Execution of block trades on behalf of clients MARGINING ACROSS ASSETS AND ACCOUNTS • Use stocks and bonds as collateral for trading several asset classes • Use cash positions in one account as collateral for trading in another BEST EXECUTION • Algo Trading • Smart Order Routing NEWS, ANALYSIS AND TOOLS • Free access to Saxo Bank's information tools to help your decision making • Newswires, economic research and information tools • Equity Research: Access to fundamental data, general company information and key financial ratios • Stock Screener: Discover global trading opportunities with personalized screening preferences DEDICATED SUPPORT Dedicated teams manage the implementation and training on platform, products, back-office tools and processes. Saxo Bank supports post launch services including technical support, sharing industry trends and best practices. ONLINE WEBCONNECT: • Monitor exposure and positions using online WebConnect • Flexible Account Structures • Monthly/quarterly/yearly Client Statement • Extensive client reporting • Activity log for trading and regulatory purposes • Trade Event Notifications • Client Onboarding • Client Classification (MIFID) • Risk profiling and disclosures • Due Diligence and AML checks • POA documentation • Fee schedule assignment • EOD (End of Day) processing reconciling positions in all asset classes • Interest commission processing • Corporate actions and security transfers • Margin and risk management handling • Flexible Asset Manager fee structures ASSET CLASSES REPORTING & MONITORING MANAGEMENT & TRADING SUPPORT CLIENT ADMINISTRATION RISK MANAGEMENT BACK-OFFICE Saxo Bank’s trading solution for Asset Managers is based on a holistic approach that supports clients’ needs across the entire business value chain. The award-winning platforms forms the foundation for the offering, and is supplemented by a wide range of value-adding tools and services. Forex Options Forex CFDs Stocks & EFTs Contract Options Bonds Futures TRADING AND BUSINESS SOLUTIONS FOR ASSET MANAGERS

TRADING AND BUSINESS SOLUTIONS FOR ASSET MANAGERS - Saxo …institutional.br.saxobank.com/sitecollectiondocuments/brochures... · Saxo Bank offers a comprehensive multi-asset offering

  • Upload
    voliem

  • View
    216

  • Download
    1

Embed Size (px)

Citation preview

Page 1: TRADING AND BUSINESS SOLUTIONS FOR ASSET MANAGERS - Saxo …institutional.br.saxobank.com/sitecollectiondocuments/brochures... · Saxo Bank offers a comprehensive multi-asset offering

Saxo Bank offers a comprehensive multi-asset offering. Through this offering, Saxo Bank gives Asset Managers access to global financial markets including major and emerging stock exchanges and OTC. Trade commodities, indices, currencies, CFDs and other derivatives and equities. TRADING PLATFORMS

Set up sub-accounts for different trading purposes and strategies. Saxo Bank's trading platform allows you to easily switch between sub-accounts.

FLEXIBLE ACCOUNT STRUCTURES

EXCELLENCE IN TRADE EXECUTION

ALLOCATION TOOLExecution of block trades on behalf of clients

MARGINING ACROSS ASSETS AND ACCOUNTS• Use stocks and bonds as collateral for trading several asset classes • Use cash positions in one account as collateral for trading in another

BEST EXECUTION• Algo Trading • Smart Order Routing

NEWS, ANALYSIS AND TOOLS• Free access to Saxo Bank's information tools to help your decision making • Newswires, economic research and information tools• Equity Research: Access to fundamental data, general company information and key financial ratios • Stock Screener: Discover global trading opportunities with personalized screening preferences

DEDICATED SUPPORT Dedicated teams manage the implementation and training on platform, products, back-office tools and processes. Saxo Bank supports post launch services including technical support, sharing industry trends and best practices.

ONLINE WEBCONNECT:• Monitor exposure and positions using online WebConnect

• Flexible Account Structures

• Monthly/quarterly/yearly Client Statement

• Extensive client reporting

• Activity log for trading and regulatory purposes

• Trade Event Notifications

• Client Onboarding

• Client Classification (MIFID)

• Risk profiling and disclosures

• Due Diligence and AML checks

• POA documentation

• Fee schedule assignment

• EOD (End of Day) processing reconciling positions in all asset classes

• Interest commission processing

• Corporate actions and security transfers

• Margin and risk management handling

• Flexible Asset Manager fee structures

ASSET CLASSES

REPORTING & MONITORINGMANAGEMENT & TRADING SUPPORTCLIENT ADMINISTRATION RISK MANAGEMENTBACK-OFFICE

Saxo Bank’s trading solution for Asset Managers is based on a holistic approach that supports clients’ needs across the entire business value chain. The award-winning platforms forms the foundation for the offering, and is supplemented by a wide range of value-adding tools and services.

Forex Options

Forex CFDs

Stocks & EFTs

Contract Options

Bonds Futures

TRADING AND BUSINESS SOLUTIONS FOR ASSET MANAGERS