About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Liquidnet and Abel Noser Pilot Portfolio Manager Profiling Solution

Subscribe to our newsletter

Trading network Liquidnet and tools provider Abel Noser are piloting a portfolio manager profiling solution designed to help traders understand the preferences and distinct profile of each portfolio manager they work with.

Portfolio Manager Profiling is an analytical model that, when incorporated into Liquidnet’s Virtual High Touch Next Gen algorithm suite, links historical trade and transaction cost analysis (TCA) data with each portfolio manager’s decisions. This is then used to create individual portfolio manager profiles, which are analysed to determine a suggested algorithm trading strategy via Liquidnet’s Algo Ranking Model. The solution is being piloted through Liquidnet’s virtual innovation hub, Liquidnet Labs.

Rob Laible, global head of equity strategy at Liquidnet, says: “A portfolio manager’s tendencies are often nuanced, but could have a significant impact on the execution approach a trader takes. Being able to use technology to more accurately pinpoint those tendencies is a powerful addition to a trader’s toolkit.”

Peter Weiler, president at Abel Noser, adds: “By analysing a client’s TCA data, we can discover any persistent patterns that are statistically significant and rank suggested execution strategies that are aligned to a portfolio manager’s preferences.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Unlocking value: Harnessing modern data platforms for data integration, advanced investment analytics, visualisation and reporting

Modern data platforms are bringing efficiencies, scalability and powerful new capabilities to institutions and their data pipelines. They are enabling the use of new automation and analytical technologies that are also helping firms to derive more value from their data and reduce costs. Use cases of specific importance to the finance sector, such as data...

BLOG

The New ROI: How Cloud Data Is Driving a Strategic Shift in Financial Markets

Cloud migration in financial markets has evolved from a cost-saving exercise into a cornerstone of strategic performance. As firms modernise their trading and data infrastructure, the emphasis has shifted toward scalability, innovation, and long-term competitive advantage. Drawing on findings from LSEG’s Cloud Strategies in Financial Services report and insights from Kristin Hochstein, Global Head of...

EVENT

AI in Data Management Summit New York City

Following the success of the 15th Data Management Summit NYC, A-Team Group are excited to announce our new event: AI in Data Management Summit NYC!

GUIDE

Corporate Actions USA 2010

The US corporate actions market has long been characterised as paper-based and manually intensive, but it seems that much progress is being made of late to tackle the lack of automation due to the introduction of four little letters: XBRL. According to a survey by the American Institute of Certified Public Accountants (AICPA) and standards...