Fund Analytics
Preserving assets and providing guidance for over 40 years
As fiduciaries, a plan sponsor has a legal obligation to monitor managers’ (and their brokers’) equity, FX, fixed income, futures, and derivatives trading processes for best execution. Abel Noser Solutions offers the industry's most comprehensive TCA analytics and monitoring solutions for all asset owners including pension funds, mutual funds, insurance companies and endowments.
Trading Analysis for Asset Owners
Our leading TCA and compliance analytics can provide you with the critical transparency, substantive due diligence, and insight into how your managers are handling fund assets. Not only do we provide you with customized metrics so you can control excessive trade costs, often the single largest expense of a fund, we give you the reporting and archiving necessary to mitigate investment and fiduciary risk.
Our multi-asset fund analytics service includes:
- Multi-faceted summary and detail reporting for equities, fixed income and foreign currency
- Flagging of compliance/fiduciary issues, by manager
- Written recommendations to address flagged issues
- Quantifying and ranking manager turnover rates
- Quantifying and ranking the impact of manager trading process and capacity on investment performance
We provide various trading and fund analytics services including:
- Plan Sponsor Analytics and Monitoring
- Commission Recapture Review
- Fund Transition Audits
- Soft-Dollar and Research Audits
- ESG Portfolio Monitoring