TradeShare

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TradeShare
Trading Transparency Web Tool
Development Sales Update
Presented By
Stewart Carter Implementation Training
Executive
www.tradeshare.co.uk
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TradeShare
Trading Transparency Web Tool

• Defined

TradeShare is a low-cost web tool aimed at the
needs of institutional investors, helping them to
monitor and compare best trade execution of fund
managers against other investors.

• The system highlights
• trading anomalies in dealer best execution
  through transaction comparison.
• to investors whether their fund managers are
  actively managing transaction costs and
  utilising best value method of execution.
• Comparison viewable via ad hoc reports and
  league tables.

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TradeShare
Trading Transparency Web Tool

• Status

• 42 clients signed-up for TradeShare trials

• Over 150,000 transactions to date
• Reuters data period Oct Dec 2003
• Launch Party overview demos

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TradeShare
Trading Transparency Web Tool

• Development

• TEST system ready for client review

• Continual system enhancements
• LIVE system ready for 2004 data
• Also ready for prospects (non S2W/OAI users)
• Web tool has already attracted interest from
  some non-clients, industry media and watchdogs

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TradeShare
Trading Transparency Web Tool

• Clients

• Version 1 - testing and review by all clients

• Special offer available to all Euraplan clients
• 2,950 per annum
• No transaction fees applicable (if S2W/OAI are in
  place)
• Renewal period extension until 2006

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TradeShare
Trading Transparency Web Tool

• Next Steps

• Continue Version 1 development

• Forecast - 100 users by early 2005
• Summer 2005 - Version 2 Launch

- Scheme Asset Profiling - Performance
Feature - Discussion Thread - SF3
Link to Government Note Individual TS users
will be contacted in due course on further
development of these features.
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TradeShare
Trading Transparency Web Tool

• Other Issues

• Data Delivery i.e. Euraplan procedures

• Access to System i.e. password security and
  interest
• Version 2 i.e. clients input for
  development

Discussion

• Improvements i.e. system features likes and
  dislikes

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TradeShare
Trading Transparency Web Tool

• Contact Us

Support Queries Tel [phone] Email
support_at_tradeshare.co.uk
Business Enquiries Andrew Caird Tel
020-7963-4080 Stewart Carter Email
sales_at_tradeshare.co.uk