Portfolio Trading
ROTH is differentiated in the portfolio trading space by being able to combine quantitative trading techniques and automated electronic trading tools with the traditional sales and trading relationships. We have forged together the traditional cross trading infrastructure with a highly quantitative platform, in order to minimize market impact and execution costs. ROTH utilizes the quantitative platform to disseminate the order flow through minimal impact zones, i.e., internal relationship crosses, controlled dark pools, crossing networks and primary exchanges. The objective of the trade is to minimize impact costs and outperform the trade strike benchmark target. We provide a detailed pre-trade analysis report identifying potential impact costs on a portfolio and individual name basis. In addition, we provide a detailed post-trade analysis report highlighting the execution success versus the pre-trade estimates on a variety of benchmarks.