Because you must simultaneously mitigate risk, preserve capital, and minimize transaction costs, managing a portfolio funding or transition over a multi-day period is challenging. Essentially, it’s a juggling act that requires flexible, innovative tools and a partner you can trust.

How ITG can help

Working with ITG, you have access to a full range of capabilities that help you manage the process yourself. And because of our broker-neutral agency status, we have independent trading experts on hand that can assist you with each step in the process.

With ITG Logic^®, you have the ability to see the risk characteristics of your trade list and estimate the execution cost of various trading strategies. And by utilizing ITG’s Dynamic Implementation Shortfall algorithm to manage list execution, you get access to POSIT^® and other crossing venues—while still controlling risk. You can route orders to other brokers or their algorithms from ITG’s market-leading execution platforms. What’s more, you can run ITG TCA^® post-trade analysis on all executed orders—not just the ones you traded through ITG. Or, you can use ITG Alpha Capture^SM to review costs throughout your entire investing process—from the portfolio manager to the trader and broker.