Leaders in Multi-Asset TCA & Trade Surveillance

News

Evercore Selected the ANS/CMS Partnership to Ensure Firm Compliance

 

PRNewswire - July 24, 2023

Compliance+ Expanded with Comprehensive Global Fixed Income Coverage

 

PRNewswire - January 24, 2023

Highlights Include New Product Launches, Numerous Industry Partnerships, and a Ramping Up of Trade Surveillance Services

 

GlobeNewswire - December 29, 2022

New Offering Delivers a Policy-Neutral Quantitative ESG Solution to Help Assess, Measure and Monitor Fund Holdings and Transactions

 

GlobeNewswire - November 8, 2022

Collaboration Creates a Unique Policy-Neutral Quantitative ESG Solution to Help Assess, Measure and Monitor Portfolio Holdings and Transactions

 

Abel Noser Solutions, a leading provider of multi-asset trade analytics, compliance and consulting services to the institutional investment community, recently announced it has partnered with OWL ESG, a data and analytics firm based out of Santa Monica to introduce a unique ESG oversight and measurement service. The driving feature of the quantitative-based offering is that it allows asset owners to easily, yet comprehensively, review their investment holdings in relation to ESG goals or mandates.  Read on ...

 

GlobeNewswire - August 29, 2022

 

 

New TCA-Powered Options Analytics Expected to Be a Valuable Addition for Global Equity Investors and Brokers

 

Abel Noser Solutions today announced the launch of a first-of-its-kind options TCA product that covers all options strategies from covered calls to complex spread strategies. The offering measures option spreads along with analytics that show implied volatility, percentage of open interest traded, outlier trades, trading routes, commissions paid and other related benchmarks. From the pioneer and leading provider of TCA and related services in equities, fixed income, FX, and futures, this offering complements the company’s existing suite of post-trade products and trade surveillance solutions and makes Abel Noser Solutions unique as an independent vendor of global, multi-asset trade analysis.  Read on ...

 

GlobeNewswire - June 21, 2022

 

 

Clients of both firms will benefit from a cost-effective reporting package that monitors best execution details and provides actionable feedback on liquidity analysis, trade measurement and regulatory reporting.

 

Abel Noser Solutions announced today that Abel Noser has teamed up with Neovest to create a specialized analytics reporting offering for clients and clients’ affiliates. The service provides traders, portfolio managers and brokers comprehensive summaries, enhanced analytics reports to aid best execution review and analysis, fill-level review including broker/venue analysis, and commission comparisons along with execution consulting.  Read on ...

 

GlobeNewswire - March 29, 2022

 

 

Partnership Creates Solution that Satisfies Best Execution, Improves Trading Performance and Attains Diversity/Inclusion Goals

 

Zeno AN Solutions, a division of Abel Noser Holdings, LLC, and a leading provider of multi-asset trade analytics and consulting services to the institutional asset owner community, today announced it has partnered with The Hackett Group, LLC, an investment advisory consulting firm based out of New Orleans to introduce Abel Noser’s unique suite of TCA-generated trade strategy and execution tools.  Read on ...

 

GlobeNewswire - March 21, 2022

 

 

Acquisition Combines the Offerings and Expertise of Two Leading Independent Providers of TCA and Brokerage Services to the Institutional Community

 

Abel Noser Holdings, LLC, a leading provider of multi-asset trade analytics and agency-only brokerage services, today announced it has closed on its previously publicized acquisition of Trade Informatics LLC, a New York based firm offering equities trade cost analysis (TCA), consultative solutions, and a broker-neutral systematic execution platform.  Read on ...

 

GlobeNewswire - August 24, 2021

 

 

New Position Created to Lead Expansion of Firm’s Top Rated Fixed Income Analytics and Regulatory Offerings

 

Abel Noser Solutions today announced the appointment of Alexander Sedgwick as Global Head of the company’s expanded fixed income analytics group.  Mr. Sedgwick is well-known in the investment community with nearly 20 years of multi-asset sales, trading and consultative experience and has held a variety of roles focused on the rapid electrification of global markets.  Read on ...

 

GlobeNewswire - April 1, 2021

 

 

Company's 2021 Best-In-Class Designation Highlighted in Just-Released Aite Matrix Study Focusing on Transaction Cost Analysis

 

Abel Noser Solutions was ranked as the leading global multi-asset TCA provider by Aite Group in their 2021 comprehensive market survey that included firms such as Bloomberg LP, ISS LiquidMetrix, and Virtu Financial. Aite Group, a global financial research and advisory firm delivering comprehensive, actionable research and advice on business, technology, and regulatory issues, serves many of the top buy-side and sell-side institutions, technology providers and consulting firms worldwide.  Read on ...

 

PR Newswire - March 22, 2021

Learn more about our Aite Rating and Read the Report >

 

Company’s Top Net Promoter Score Highlighted in Industry’s 2020 Survey of TM Trends

 

Abel Noser, LLC is pleased to announce that the firm’s transition management team has again been rated as a top provider in the U.S., according to an annual survey by Chief Investment Officer magazine.  The report further noted that the company’s TM offering is grounded in an agency execution, coupled with a thoughtful, TCA-based approach to managing risk and sourcing liquidity.

 

Speaking about the firm’s longevity in the transition management space, Peter Weiler, Co-CEO of Abel Noser Holdings, the broker-dealer’s parent company, commented, “It is always gratifying to consistently be rated so highly among competitors in the TM space. This is undoubtedly fueled by our longstanding dedication to an independent, data-driven approach to transition management.” Read on ...

 

GlobeNewswire - March 18, 2021

 

 

New TCA-Powered Liquidity Threshold Analytics (LTA) Expected to Be a Game Changer for Asset Owners, Consultants, and the Investment Management Community

 

Abel Noser Solutions, along with Zeno AN Solutions, the company's asset owner focused division, today announced the launch of a fund capacity analysis product that strategically calculates the effects of fund growth on alpha and overall performance.

 

"Our new Liquidity Threshold tool helps ascertain the degree to which growth in a fund's AUM may sap performance due to increasing trading costs and a changing liquidity profile," said Steve Glass, Head of Zeno AN Solutions and Co-CEO of parent company Abel Noser Holdings. "Knowing a manager's liquidity threshold is a critical piece of information when assessing their ability to sustain superior performance into the future and minimizes the risk of asset owners 'chasing performance.'"  Read on ...

 

PR Newswire - March 9, 2020

 

New President Will Leverage Company's Industry-Leading Trade Analytics to Drive Execution Services

 

Abel Noser Holdings has announced the appointment of Doug Rivelli as President of Abel Noser LLC, the company's agency-only brokerage subsidiary.  Mr. Rivelli is well-known in the investment community with over 25 years of multi-asset trading experience. Doug was a pioneer in the program and electronic trading space, as well as an early adopter of using analytics in block trading.

 

"My vision for the broker-dealer is to further leverage Abel Noser's industry-leading analytics in our trading process, providing clients with superior execution and continuing to drive the firm's growing market-share," Mr. Rivelli said recently at the company's NY office. "Our combination of robust trade analytics, very unique liquidity, and experienced traders will propel execution performance at Abel Noser."

 

"As Interim President of our broker-dealer, I can attest that Doug is a perfect fit," said Peter Weiler, Co-CEO of Abel Noser Holdings, the trading group's parent company. "We're thrilled about his deep expertise in market structure and electronic trading, and his successful track record at previous positions."

 

PR Newswire - July 31, 2019

CV Magazine awards company based on criteria for The Corporate Excellence Awards

 

CV Magazine is a British business publication that boasts a global circulation of 130,000 and 49,000 monthly page views.  Regarding the award, they state, as follows:

 

"The Corporate Excellence Awards 2019 are handpicked by CV Magazine and are based purely on the comprehensive analysis of both qualitative and quantitative research undertaken by the wider group. It provides us the chance to promote talent on a truly global platform.

 

This proven approach ensures that we award on merit, not popularity and recognise the very best in business; from a single office firm to an international conglomerate, we award those that are succeeding in their endeavours, innovating, growing and improving."

 

CV Magazine - February 25, 2019  (February 15, 2020 Update: Abel Noser receives same award in 2020)

 

Expansion to support clients located in the Southeast and comes on the heels of company’s recent acquisition of another leading TCA provider

 

Yannis Vitsentzos, Managing Director of the company’s Sales Trading unit, will head the new Atlanta office.  “I’m excited to be in such close proximity to key local clients, allowing us to provide the utmost in best-in-class trading services.”

 

PR Newswire - August 13, 2018

Steven Glass, Bethesda, Md.-based principal and head of Zeno AN Solutions: "As managers go to execution-only commission rates, they might have previously had OMS with 70 brokers connected, but as commissions went down and MiFID II required unbundling, the connections have dropped a lot, to like 15 to 20 brokers connected." ... "From an asset owner perspective, this goes hand in hand with the need for conversations with managers on the impact of research cuts," he said.

 

P&I - August 6, 2018

Acquisition Combines the Offerings of the Two Pioneers and Leading Providers of Trade Analytics Services to the Institutional Community

 

"We are excited to have the Zeno team join in our efforts to provide the most comprehensive suite of products available for asset owners," commented Ted Morgan, CEO of Abel Noser Holdings. "Zeno brings with it decades of analytical experience in managing and controlling equity, fixed income and FX trading costs."

 

PR Newswire - June 4, 2018

Axioma, the leading provider of enterprise risk management, portfolio management, and regulatory reporting solutions, today announced a partnership with Abel Noser Solutions, a leader in the campaign to lower costs associated with trading, to provide an end-to-end solution that supports compliance with the SEC’s Investment Company Reporting Modernization Rules and Rule 22e-4 on liquidity disclosure.

 

Axioma - May 16, 2018

Given that companies must announce their repurchase plans, the restrictions make it easier to detect stock buyback activity, said Ted Morgan, chief executive officer of brokerage Abel Noser, which executes share buybacks on behalf of corporate clients.  “It’s a lot easier than it is to detect other types of institutional flow,” he said.

 

Reuters - April 27, 2018

 

The Combination Adds to the Offerings of the Two Pioneers and Leading Providers of Trade Analytics Services to the Institutional Community

Abel Noser Holdings, LLC announced today that it is acquiring Zeno Consulting Group, LLC in a transaction pairing two leading providers of best execution analysis, regulatory and trade surveillance services.  Zeno brings with it over three decades of experience in helping asset owners manage and control equity, fixed income and FX trading costs.

 

PR Newswire - April 5, 2018

Latest predictive analytic model available through LIQUIDNET LABS product innovation hub

“A portfolio manager’s tendencies have always influenced a trader’s execution strategy but being able to consistently replicate a profile pattern used to be a challenge,” said Peter Weiler, President of Abel Noser Solutions. “But by analyzing a client’s TCA data, we can now discover any persistent patterns that are statistically significant. With Portfolio Manager Profiling, Liquidnet pulls that analysis into its Algo Ranking Model to rank suggested execution strategies that are aligned to that PM’s preferences.”

 

Business Wire - February 8, 2018

Over-the-counter activity seen ripe for transaction cost analysis (TCA)

"OTC bond trades are something our product covers well, in depth, using all three of our fixed-income measurement methodologies — liquidity, quote and spread-to-benchmark," which measures the spread of a security with its corresponding or similarly behaving benchmark or index, Mr. Morgan (CEO) said. "This could be useful to many firms trading derivatives, even if those derivatives are not directly covered by our product."

 

PI Online - October2, 2017

European office expansion to support global coverage of company's products and services and opens well before MiFID II & PRIIPs go into effect in January 2018

 

"We are thrilled to be increasing our global footprint with both the strategic hiring of key personnel and an enriched product suite," said Nupen Shah, Director of EMEA Sales & Client Services. "Our philosophy has always been to provide firms with actionable TCA and user-friendly compliance tools by understanding their workflow and using this intelligence in products and services that can be customized for each client."

 

PR Newswire - September 27, 2017

First-of-its-Kind Fixed Income TCA Product Identifies Lost Portfolio Returns

Abel Noser Solutions, the global leader in Transaction Cost Analysis ("TCA") in equities, preferreds, FX and futures, is pleased to announce coverage of a new asset class: fixed income.

 

PR Newswire - June 8, 2017

Compliance+ tool leverages award-winning analytics for trade surveillance.

Abel Noser Solutions announced today that it has launched a new trade surveillance product for compliance officers of broker-dealers, investment advisors and exchanges. The product comes on the heels of a successful limited pre-release to select clients. Compliance+ is a proprietary software solution that enables companies to identify and assess daily potential trade irregularities such as spoofing and layering, potential insider trading, and high cost trades.  The platform provides an easy-to-navigate and graphically attractive front-end to quickly review compliance alerts.

 

PR Newswire - February 21, 2017

 

Buy-side traders named Abel Noser the Best US Equities Transaction Cost Analysis firm two weeks ago. The K&KGC Buy-Siders' Choice Awards provide traders a venue to recognize their service provider's contributions to the buy-side community.

 

PR Newswire - December 1, 2016

 

Abel Noser announced today it has finalized the previously announced management-led buyout of the firm along with private equity fund Estancia Capital Partners, L.P.

 

PR Newswire - November 11, 2016