• OTAS

    5500+

    The amount of global equities covered in OTAS

  • OTAS

    160,000

    The number of data checks made daily

  • OTAS

    $4trln

    AUM where OTAS is used actively to compliment the investment process

  • OTAS

    100

    The current number of statistically backtested BUY signals firing in STOXX600

CONTACT OLIVETREE
SELECT OUR U.K. OR U.S. OFFICE
UK
US

Olivetree Financial Group

23 College Hill,
London,
EC4R 2RP
Tel +44 (0) 20 3201 1000

sales@olivetreefg.com

Olivetree USA, LLC

254 W 54th Street,
17th Floor, New York,
NY 10019
Tel +1 646 499 8050

sales@olivetreefg.com

GET SOCIAL:

UPCOMING EVENTS

Jun
03

White paper release: Managing Technological Change in Asset Management

Strategic responses to technological advances, the structural change of the sell side and conflicts of interest.

Investment and trading have unintended consequences that generate conflicts of interest. The majority of these stem from asset managers not being able to monitor and control risks effectively. The technology is available to displace the execution advisory role of the sell side, much as the bulk of investment advisory has already migrated to asset managers. To benefit from this, the buyside should construct the optimal trading schedule in advance of choosing between algorithms that provide access to trading venues. This requires a view of the total trading costs of the order pad to supersede the single stock view of trading that currently dominates. These costs should also be factored into the investment decision making process. As a result, asset managers will increasingly choose to work with providers of data analysis as the interface with markets. This analysis should inform both investment and trading decisions, by incorporating a comprehensive range of signals from equity markets and beyond, using cleaned up and back tested data. Crucially, the portfolios, watch lists and orders must be analysed anonymously, while recording the reasons for decisions to meet supervisory and regulatory requirements. Asset managers that wholeheartedly embrace technological change should expect to improve investment performance, lower execution costs and demonstrate that they treat customers fairly.

LATEST NEWS & RESEARCH

NEW OTAS: TradeShaper intraday equities analysis

1 hour ago

OTAS TradeShaper: Microstructure Analysis and Trade Management

1. Analyse intraday market moves by volume, liquidity, spread and return
2. Dynamic alerts to allow orders to adjust to changing circum...

Download OTAS: TradeShaper intraday equities analysis as a PDF

NEW OTAS: Renault – Weakness Likely Today

7 hours ago

RNO FP is up 30% in a month, thanks to a combination of factors which may see a turn around this morning. Simply on the mathematical effects of Nissan's move overnight the stock should be off 1.8% to start with, and...

Download OTAS: Renault – Weakness Likely Today as a PDF

Reuters: UPDATE 1-Miner Kazakhmys could back potential bid for rival ENRC

2 days ago

"Although this is indubitably a low-ball bid for all offerees, the terms will have particular resonance for Kazakhmys," strategist Jim Milligan at Olivetree said in a note, adding the offer equated to a 15 perc...

More News & Research
EVENT DRIVEN ADVISORY

Specialist analysis and trading of Special Situations, harnessing together deep sector knowledge and cross-asset expertise.

Discover more...
EXECUTION CONSULTANCY

Second generation trading technology complimenting sector specialist execution traders.

Discover more...
OTAS FOR CORPORATES

Olivetree product offering for corporates initiative is enhanced by our independence and our proprietary analytic system.

Discover more...

LINKS

Home

About Us

Products & Services

Team

Contact Us

SOCIAL

DISCLAIMER

This communication is provided for information and discussion purposes only and is not an offer (or solicitation of an offer) to buy/sell the securities/instruments mentioned or an official confirmation. This communication may not be investment research. Nothing in this email is intended to create any fiduciary obligation above that required by regulation. Any trading or investment decisions you take are solely in reliance of your own analysis and judgement. Unless indicated, these are the views of the author’s and may differ from those of the Olivetree. While the information may be based on or have been obtained from sources believed to be reliable, we do not represent this is accurate or complete and we may not update this information. Reproduction or redistribution of this information is prohibited except with written permission from us. This communication is solely for the addressee(s) and may contain confidential and/or privileged information. If you are not an intended recipient of this e-mail you must not copy, distribute or take any further action in reliance on it and you should delete it and any attachments immediately and notify the sender. We do not waive confidentiality by mistransmission. We may monitor and store e-mails to the extent permitted by applicable law in relevant jurisdictions. “Olivetree” incorporates Olivetree Financial Group Limited, Olivetree Solutions Limited, Olivetree Securities Limited and Olivetree USA, LLC. Olivetree Securities Limited is authorised and regulated by the UK’s Financial Conduct Authority. In the UK, this communication is directed to those persons who are professional clients and eligible counterparties (as defined by the Financial Conduct Authority) only. None of Olivetree Securities Limited’s or Olivetree Solutions Limited’s communications are solicitations directed to persons in the US. Olivetree USA, LLC is a member of Financial Industry Regulatory Authority and SIPC. In the USA, this communication is directed to those persons who are categorised as Institutional Investors (as defined by the Financial Industry Regulatory Authority) only.