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InvestorAccessIncrease buyside efficiency and reduce risk with our platform for new issue workflow

Our groundbreaking solution brings together investors and banks, with the ability to participate in primary new issuance, integrated into an investors current workflow. InvestorAccess incorporates all the workflows relating to the distribution of deal terms and communication of orders and allocations. It builds upon our fixed income sellside suite, including IssueBook and IssueNet, overall becoming the primary hub for all new issuance, with accessibility tailored to the user’s needs.

InvestorAccess

DealMonitorConsume deal data

& allow order placement

PIMPortfolio

management internal order aggregation

and allocationdistribution

ComplianceWorkstation

Detailed audit trail and related tools

DealServicesAPI

Consume deal data internally

InvestorAccessIntegration

Order placement via FIX for OMS, EMS, &

Proprietary Built Systems

SYNDICATE BANKS DEAL INFO, ORDERS, AND ALLOCATION BUYSIDE TRADER

Traditional market workflow is cumbersome and prone to errorWith multiple parties involved and multiple deals running simultaneously, the new issue process can be complicated, particularly for buyside traders. They risk missing information or making a mistake while coordinating the volume of deals, orders, and communications.

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Our solution increases efficiency and reduces operational riskInvestorAccess helps efficiently manage compressed deal timelines and busy new issuance days. Buyside participants are connected to an inter-dealer network for deal management and order book synchronization, including access to more than 170 banks that use our systems to run syndicated deals.

— Deal information directly from the syndicate desk

— Consolidated messaging from all relationships

— Electronically enter orders on new issues

— Create and manage orders in a centralized location which includes secure, one-click submission; eliminate the need to duplicate updates across multiple counterparts

— Enter laddered, limit, and multiple entity orders supported by order change and cancellation workflow

— View new issue allocations directly from syndicate banks

— Decades of experience in the primary fixed income space; 24 hour global support

InvestorAccess incorporates all the workflows relating to distribution of deal terms, and communication of orders and allocations, benefiting the buyside as well as all participantsin the process. InvestorAccess Platform exists today: it is the both the market and regulatory standard; the technology is proven and open to all; it is the market leader in Europe and Asia.

Built for the buyside, with the sellsideOur buyside solutions were developed in partnership with market participants from both the buyside and sell side to add efficiency in how new issues are brought to market.

Our new issuance tools are used by syndicate banks and institutional investors for the vast majority of new issuance across US equities, US municipals, and global fixed income.

Full buyside platform for primary issuanceWe offer an integrated set of modules to optimize the new issue process. Each module may be used individually or in conjunction with other components, depending on your firm’s objectives.

Platform Solution/Module Relevant to

IHS Markit platform & modules

DealMonitor Consume deal data & allow order placement Trader, PM, Analyst, Trade Ops, Compliance

Primary Indication Management Portfolio management internal order aggregation and allocation distribution Trader, PM, Analyst, Trade Ops, Compliance

ComplianceWorkstation Detailed audit trail and related tools Compliance, Technology

Utilise OMS/EMS/Internal system capabilities

DealServices API Consume deal data internally Technology

FIX Connectivity allow order placement in an OMS/EMS Technology

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