Prime Brokerage CIBC Capital Markets

June 9, 2024 No Comments

You are advised to perform an independent investigation of any transaction to determine whether any transaction is suitable for you. No part of this material may be copied, photocopied or duplicated in any form by any means or redistributed without the prior written consent of StoneX Group Inc. Trading futures involves the risk of loss and is not suitable for all investors. Please consider carefully whether futures are appropriate to your financial situation. The risk of loss in trading can be substantial, carefully consider the inherent risks of such an investment in light of your financial condition. Marex Outsourced Trading solutions, delivered by 40+ traders, provides electronic and high-touch global multi-asset 24/6 coverage.

prime brokerage solutions

RISE is a diversity firm comprised of highly dedicated, experienced individuals with a focus on providing innovative solutions for our clients. We use our financial strength and innovative technology to drive your business forward with synthetic, custody, trading and financing solutions. Trading financial instruments involves substantial risk and is not suitable for all investors. The information herein is not a recommendation to trade nor investment research or an offer to buy or sell any product or service or enter into any transaction. It does not take into account your particular investment objectives, financial situation or needs and does not create a binding obligation on any of the StoneX group of companies to enter into any transaction with you.

Technology built for performance

The Equity Synthetic Platform provides solutions such as efficient single stock and index exposure, market access, and custom hedges to a wide range of clients. Goldman, Sachs & Co. is regularly listed among the largest FCMs with respect to the amount of segregated and secured funds held on behalf of customers according to data published by the CFTC. The size and diversification of our client base, along with the amount of Goldman Sachs capital committed to the business, provide our clients with added security.

prime brokerage solutions

Providing investment banking solutions, including mergers and acquisitions, capital raising and risk management, for a broad range of corporations, institutions and governments. We understand the importance of supporting our global clients across a wide range of investment strategies and products. Our flexible infrastructure allows for customizable solutions to meet clients’ specific needs. We offer a wide range of data formats and secure delivery options, and we work to integrate our solutions with our clients’ existing systems. A prime brokerage agreement is an agreement between a prime broker and its client that stipulates all of the services that the prime broker will be contracted for.

Outsourced trading

We partner with clients across the globe and are active in 30+ lending markets. Friends Insurance Brokerage has successfully managed and insured clients since 1994. We specialize in Home Insurance, Property Insurance, Liability Insurance, Automobile Insurance, Business Insurance, Workers Compensation, and NYS Employers Workers Disability. Throughout the years Friends Insurance Brokerage has thrived as a successful and straightforward insurance office licensed in multiple states. By leveraging our knowledge of industry service providers we aim to facilitate key introductions and discussions with the goal of achieving the right operational fit for our customers’ business.

  • He has 31 years of mutual funds and financial services prime brokerage, securities lending and custody experience, including Executive Vice President at Ultimus Fund Solutions, LLC, and Executive Director at JP Morgan Chase & Co.
  • Investments in commodities may have greater volatility than investments in traditional securities, particularly if the instruments involve leverage.
  • A prime broker is a broad term applied to firms that provide a wide range of services to an asset manager.
  • Whether you handle marketing internally or rely on third parties, we can supplement your efforts, ideas, and resources.
  • Also, since the trades have not actually been executed, the results may have under or over-compensated for the impact, if any, of certain market factors, such as lack of liquidity.

Emerging and established investment managers leverage our full-service institutional prime broker solutions to help them build and grow their business. The Site contains material regarding our offerings and such material, depending on the jurisdiction, may not be applicable or available in all jurisdictions. Every jurisdiction has specific laws regarding the types of products that may be offered to its residents, therefore not all products and services shown on the Site may be available in all jurisdictions. Please be aware of the laws of your country or that otherwise apply to you in respect of any of the matters described on the Site. Those who access the Site do so of their own initiative, and are responsible for compliance with the laws that are applicable in their jurisdiction.

Our Focus

Clients also receive access to Jefferies’ portfolio accounting and reporting system which offers over 250 daily reports, customizable reporting capabilities, P and L tools, risk analytics, and an order management system. DCS is designed to streamline the client clearing experience across products, asset classes and regions. In addition to credit default swaps and interest rate swaps, DCS will also support centralized clearing for foreign exchange, commodities and equity swaps as they become clearing-eligible.

prime brokerage solutions

We can act as a primary trading desk, complement an in-house desk, or provide additional coverage on busy trading days. By leveraging our trading desk, you gain an experienced team of traders, each with product expertise developed over decades that is difficult to replicate. As the premier global provider of securities lending services, we offer our clients industry-leading insights into securities lending flow and superior access to supply. The Prime Brokerage Group provides financing solutions and risk models that allow hedge fund managers to execute a wide range of investment strategies, while still providing a framework that is predictable and reliable across all market conditions. We provide 24-hour global coverage with over 100 experienced professionals located across the US, Europe and Asia.

Advanced Technology Solutions

Our DCS business offers our clients numerous benefits including access to all major clearinghouses globally, margin solutions and optimized collateral management. For hedge funds or other institutional clients to get the kind of services that make having a prime brokerage account worthwhile (most notably discounted fees for trading), an account size of $50 million in equity is a likely starting point. We provide electronic and high-touch execution with custody and clearing services spanning diverse portfolios across all asset classes. Underpinned by leading technology for seamless portfolio and risk management, as well as comprehensive, aggregated reporting on all assets across all custodians. Alternative investment managers turn to our award-winning prime brokerage platform that combines the best in trade execution, securities lending, financing and capital introduction services with a view to enhance efficiencies and profitability. A broker is an individual or entity that facilitates the purchase or sale of securities, such as the buying or selling of stocks and bonds for an investment account.

prime brokerage solutions

Offering a full spectrum of integrated capabilities, combined with the strength and resources of a leading global bank, J.P. Morgan’s multi-asset class platform extends across execution, financing, clearing, fund administration and asset-servicing products, as well as prime custody and optimized margin solutions. Our prime brokerage offering includes execution, clearance, settlement and financing.

Your one platform for

Using this model we are able to provide a unified risk methodology across all factors, including equity, credit, interest rates, foreign exchange, volatility and liquidity. It covers everything from real-time portfolio management applications to post-trade operations utilities and portfolio accounting reports. This allows us to assist our clients throughout the lifecycle of the trade and across their organization. EMIR Refit, amending EMIR, requires clearing firms to offer and provide OTC clearing services to in-scope clients in the European Union (EU) under terms that are fair, reasonable, non-discriminatory and transparent (principles known as FRANDT).

Whether you handle marketing internally or rely on third parties, we can supplement your efforts, ideas, and resources. Sign-up for SiebertNXT’s daily, 3-minute newsletter with fresh takes on the financial news provided by CIO Mark Malek. After quick and efficient onboarding, our technical development team will ensure integration and seamless connections between our systems and yours in the shortest possible time. By unlocking the Hedge Fund Value Chain, our interests are closely aligned with our clients. Your use of the Site is not intended to and shall be deemed not to create a legal relationship of any kind between yourself and CIBC Capital Markets, nor to amend or vary any existing legal relationship. In no event shall CIBC Capital Markets’ total liability for any and all damages and causes of action exceed the amount paid by you, if any, for the access to and use of the Site.

Working seamlessly across our global network, our team can track, synthesize and utilize the information gained from our manager and investor relationships to make effective client introductions. Having experienced the world’s biggest and deadliest coronavirus outbreak, New York is behind most other states in coming out of lockdown, but its reopening is firmly underway. With thousands of small businesses opening their doors in New York each year, it’s important to stay covered with business insurance. When you partner with Prime, you get the strength and security of a billion-dollar asset-based carrier that sees and understands the market from a carrier’s perspective.

Derivatives Clearing Services

Our flagship service, Celadon Prime®, combines robust prime brokerage services with advanced technology and extraordinary client support. Our award winning team offers a full suite of institutional services that can be customised to meet the individual needs of asset managers, at any stage of their business. A prime broker Distribution Erp For Trading Firm is a broad term applied to firms that provide a wide range of services to an asset manager. Prime broker service providers can either be independent or a part of a larger financial institution. They can be considered a manager of brokers, seeking to execute an asset manager’s trades as efficiently as possible.

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