CTA Intelligence US Services Awards

The Awards will return on February 21, 2019.

Rewarding excellence in managed futures services. The awards are free to enter and you can enter as many categories as you wish.
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WELCOME TO THE CTA INTELLIGENCE US SERVICES AWARDS

The CTA Intelligence US Services Awards, now in their sixth year, aim to recognise and reward those service providers to the US managed futures industry that have demonstrated exceptional customer service, innovative product development and growth over the past 12 months.

2018 CATEGORIES & CRITERIA

FUND ADMIN AND PLATFORMS
Best administrator - client service

This award is designed to reward fund administration firms, catering to CTAs and managed futures funds, that have managed to consistently exceed the service expectation of their client base. Success in this category depends on providing key examples, backed by customer testimonials, of how the administration firm has delivered a high level of customer service.

Criteria:

  • Details of approach to customer service
  • Examples of problem solving on complex issues
  • Positive customer feedback via submitted testimonials
Best administrator - innovation

This award is designed to reward administration firms, catering to CTAs and managed futures funds, that have shown excellence and innovation in developing existing and new services for clients. Success in this category depends on providing examples of how new products and services have contributed to the growth of the firm and improved the customer experience.

Criteria:

  • Commercial success and business growth
  • Sales/market share figures
  • Demonstration of product innovation
  • Description of future development possibilities
  • Positive customer feedback via submitted testimonials
Best administrator - overall

This award is designed to reward fund administration firms, catering to CTAs and managed futures funds, that have shown true growth and innovation over the course of the last 12 months. Success in this category depends on a mixture of client and revenue growth, as well as new product or brand development that demonstrated new thinking and which can boast significant success.

Criteria:

  • Commercial success and business growth
  • Sales/market share figures
  • Demonstration of product innovation and description of how market responded to the idea
  • Description of future development possibilities
  • Positive customer feedback via submitted testimonials
Best administrator – technology

This award is designed to reward administration firms, catering to CTAs and managed futures funds, that have shown excellence and innovation in technology. Success in this category depends on providing examples of how new products or the use of technology internally have contributed to the growth of the firm and improved the customer experience.

Criteria:

  • Commercial success and business growth
  • Sales/market share figures
  • Demonstration of product innovation
  • Description of future development possibilities
  • Positive customer feedback via submitted testimonials
Best CTA managed account platform

This award is designed to honour a managed account or other distribution platform that has proved itself over the past 12 months via client growth and growing assets. Success in this category depends on demonstrating both customer and revenue growth, as well as detailing examples of innovation, diversification and solid performance.

Criteria:

  • Commercial success and business growth
  • Demonstration of increase in product and investment
  • Demonstration of product innovation
  • Positive customer feedback via submitted testimonials
Best IRA custodian

This award is designed to honour an IRA custodian that has best demonstrated an ability to enable its clients to access CTA and managed futures trading strategies through their individual retirement accounts.

Success in this category depends on providing clients with easy solutions to enter alternative investments, commitment to excellent customer service and client education, and building relationships with CTAs and brokers.

Criteria:

  • -Demonstration of growth in clients accessing CTAs
  • -Examples of innovative IRA solutions
  • -Description of high-level of client service
  • -Positive customer feedback via submitted testimonials
Best valuation service

This award is designed to reward administration firms, and others providing third-party valuation services, that have shown growth and innovation over the course of the last 12 months in serving the needs of managed futures and CTA managers. Success in this category depends on a mixture of customer and revenue growth, as well as detailing product/brand development that demonstrates new thinking and which displays significant success.

Criteria:

  • Commercial success and business growth
  • Sales/market share figures
  • Demonstration of product innovation and description of how market responded to the idea
  • Description of future development possibilities
  • Positive customer feedback via submitted testimonials
FCM, BROKER AND EXCHANGE
Best capital introduction service

This award is designed to honour the FCM, third party marketing organisation or platform that has shown the greatest commitment and aptitude in capital introduction and capital raising. Success in this category depends on demonstrating how, via investor contacts and cap intro events, the provider has been able to aid client attempts to meet relevant and active investors.

Criteria:

  • Commercial success and business growth
  • Description of high-level of client service and innovation in the field of cap intro
  • Examples of portfolio of capital introduction events
  • Demonstrate breadth and quality of investor contacts
  • Positive customer feedback via submitted testimonials
Best exchange – innovation

This award is designed to honour the exchange that has been able to show real excellence in improving its offering over the last 12 months. Success in this category depends on demonstrating how significant improvements to a core service, or new contracts, have significantly benefited customers.

Criteria:

  • Commercial success and business growth
  • Description of high-level of client service
  • Examples of how a new or existing service has added to user experience of clients
  • Positive customer feedback via submitted testimonials
Best exchange – overall

This award is designed to award exchanges that offer the widest range of products across all major asset classes, including futures and options based on interest rates, equity indexes, foreign exchange, energy, agricultural commodities, metals, weather and real estate. As well as the exchange’s range of instruments, the judges will also consider the quality of each exchange’s technology platform, as well as its ability to innovate and meet customer need.

Criteria:

  • Commercial success and business growth
  • Demonstration of increase in CTA clients
  • Demonstration of product innovation
  • Description of future development possibilities
  • Positive customer feedback via submitted testimonials
Best FCM - client service

This award is designed to honour the FCM that has shown genuine commitment to excellent customer service. Success in this category depends on providing examples of how the firm has been particularly responsive and innovative in meeting customer need, as well as detailing examples of where providing an added value service has made a real difference to the business development of CTA and managed futures funds.

Criteria:

  • Commercial success and business growth
  • Description of high-level of client service
  • Examples of key areas of recent advice and where this has made a difference
  • Positive customer feedback via submitted testimonials
Best FCM - technology

This award is designed to honour the FCM that has been able to show excellence in providing technological services and advice for clients. Success in this category depends on a mixture of demonstrating how proprietary tech services have furthered the needs of clients; as well as how consultancy services have helped clients developed their own solutions.

Criteria:

  • Commercial success and business growth
  • Description of high-level of client service
  • Examples of key areas of recent advice and where this has made a difference
  • Positive customer feedback via submitted testimonials
Best FCM – innovation

This award is designed to honour the FCM that has been able to show excellence in improving its offering over the last 12 months. Success in this category depends on demonstrating how significant improvements to a core service, or the launch of a new product, have improved the firm’s ability to accept orders to buy or sell futures contracts, options on futures, retail off-exchange forex contracts or swaps.

Firms who have also offered new, or developed existing, non-core services for clients will also be considered in this category.

Criteria:

  • Commercial success and business growth
  • Description of high-level of client service
  • Examples of how a new or existing service has added to user experience of clients
  • Positive customer feedback via submitted testimonials
Best FCM overall

This award is designed to honour the FCM that has best demonstrated a consistent high-level of service and expertise across the whole of its organisation.

Success in this category depends on illustrating strength across all of the FCM’s core areas of activity, as well as a commitment to innovation and excellent customer service.

Criteria:

  • Commercial success and business growth
  • Description of high-level of client service and innovation
  • Positive customer feedback via submitted testimonials
Best independent FCM

This award is designed to honour the best independent FCM.

Success in this category depends on demonstrating how technical expertise and excellent customer service have benefited clients and enabled the FCM to effectively compete against larger players in this field.

Criteria:

  • Commercial success and business growth
  • Description of high-level of client service
  • Examples of how a new or existing service has added to user experience of clients
  • Positive customer feedback via submitted testimonials
Best introducing broker

This award is designed to honour a firm that has demonstrated a genuine ability to raise capital for its CTA clients, as well as well as raising the CTA sector’s general profile among institutional and private investors alike. Success in this category depends on demonstrating customer and revenue growth, as well as detailing the success rate in raising assets for clients.

Criteria:

  • Demonstration of client numbers and wide investor coverage
  • Specific examples of success in raising assets
  • Examples of high quality marketing material produced for clients
  • Positive customer feedback via submitted testimonials
TRADING AND TECHNOLOGY
Best cloud computing provider

This award is designed to honour a firm that has provided an excellent service as a vendor of remote storage and cloud technology solutions for CTAs/managed futures funds. Success in this category depends on demonstrating both customer and revenue growth, as well as detailing examples of how service provision has been able to improve the data storage, back testing, disaster recovery and business continuity needs of the sector.

Criteria:

  • Commercial success and business growth
  • Demonstration of increase in CTA/managed futures fund clients
  • Demonstration of product innovation
  • Positive customer feedback via submitted testimonials
Best cyber-security solution

This award is designed to honour a firm that has provided an excellent service as a provider of outsourced cyber-security solutions for the managed futures sector. Success in this category depends on demonstrating both customer and revenue growth, as well as detailing examples of how the service has been able to heighten the cyber-security of a client or clients.

Criteria:

  • Commercial success and business growth
  • Demonstration of increase in CTA fund clients
  • Demonstration of product innovation
  • Description of high-level of client service
  • Examples of how the security solution has made a difference to clients
  • Positive customer feedback via submitted testimonials
Best data and information provider

This accolade is designed to honour the firm that provides the most genuinely comprehensive, innovative and useful data to CTAs and managed futures funds. Success in this category depends on demonstrating how useful the information is to clients, how easy it is to leverage and render into bespoke reports and the efficiency of the delivery mechanism.

Criteria:

  • Commercial success and business growth
  • Description of high-level of client service
  • Examples of how a new or existing service has added to user experience of clients
  • Positive customer feedback via submitted testimonials
Best IT infrastructure provider

This award is designed to honour a firm that has provided a best-in-class IT infrastructure solution for the CTA sector. Success in this category depends on demonstrating both customer and revenue growth, as well as detailing examples of how service provision has improved the business of CTA clients.

Criteria:

  • Commercial success and business growth
  • Demonstration of product innovation
  • Detail specific examples of how this has helped clients
  • Description of high-level of client service
  • Positive customer feedback via submitted testimonials
Best risk management technology provider

This award is designed to reward risk management providers that have shown growth and innovation in providing traders, portfolio and risk managers with superior risk, scenarios and portfolio analytics across complex and multi-asset investment portfolios. Success in this category depends on a mixture of customer and revenue growth, as well as product or brand development that demonstrates new thinking and which can boast significant success and positive customer feedback.

Criteria:

  • Commercial success and business growth
  • Demonstration of increase in CTA clients
  • Demonstration of product innovation (e.g. support for new asset classes)
  • Description of future development possibilities
  • Positive customer feedback via submitted testimonials
Best technology firm

This award is designed to honour a firm that has provided an excellent service as a provider of outsourced IT solutions for the CTA sector. Success in this category depends on demonstrating both customer and revenue growth, as well as detailing examples of how service provision has been able to improve the communication, infrastructure, IT or business development of a client or clients.

Criteria:

  • Commercial success and business growth
  • Demonstration of increase in CTA clients
  • Demonstration of product innovation
  • Detail specific examples of how solutions have helped clients
  • Description of high-level of client service
  • Positive customer feedback via submitted testimonials
Best third-party algo trading solution

This award is designed to honour a third-party algo trading solution or provider that demonstrated a strong track record in reducing trading costs for CTA and quant hedge fund clients through its execution strategies or platform.

Success in this category depends on execution strategy enhancement and innovation, solutions to test and analyse trading costs, ease-of-use and integration with EMS/OMS providers and executing brokers.

Criteria:

  • -Demonstration of client growth and execution improvements
  • -Examples of product development and innovation
  • -Positive customer feedback via submitted testimonials
Best trading and execution technology

This award is designed to reward trading platforms that have shown growth and innovation in providing traders, portfolio and risk managers with the ability to execute trades, manage their portfolio and make real-time decisions. Success in this category depends on a mixture of customer and revenue growth, as well as product or brand development that demonstrates new thinking and which can boast significant success and positive customer feedback.

Criteria:

  • Commercial success and business growth
  • Demonstration of increase in CTA clients
  • Demonstration of product innovation
  • Description of future development possibilities
  • Positive customer feedback via submitted testimonials
ADVISORY, ACCOUNTANCY AND LEGAL
Best compliance firm

This award is designed to reward compliance professionals that have demonstrated expertise and innovation in providing CTAs/managed future fund clients with key regulatory advice. Success in this category depends on a mixture of demonstrating customer and revenue growth, as well as detailing how new initiatives and compliance products have aided the business over the past 12 months.

Criteria:

  • Commercial success and business growth
  • Demonstration of increase in hedge fund clients
  • Demonstration of product innovation
  • Detail specific examples of where advice has helped clients
  • Positive customer feedback via submitted testimonials
Best executive search – quant

This award is designed to honour a search firm that has best demonstrated an ability to meet the needs of CTAs and managed futures funds in the recruitment of quantitative roles including data scientists, technologists, programmers, risk managers, researchers and analysts.

Criteria:

  • Industry perception
  • Track record of placements and appointments over the course of the 12 month judging period
  • Growth of the recruitment business in revenue and clients
  • Service innovation
Best law firm - client service

This award is designed to honour the law firm that firm that has shown genuine commitment to customer service. Success in this category depends on providing examples of how the firm has been particularly responsive and innovative in meeting client need, as well as detailing examples of where client advice has made a real difference to the business development of a CTA management firm.

Criteria:

  • Commercial success and business growth
  • Description of high-level of client service
  • Examples of key areas of recent advice and where this has made a difference
  • Positive customer feedback via submitted testimonials
Best law firm - CTA start-up

This award is designed to honour the firm that has developed a suite of effective services particularly aimed at CTA start-ups. Success in this category depends on demonstrating both client and revenue growth, as well as detailing examples of where client advice has made a real difference to the direction of a new management firm.

Criteria:

  • Commercial success and business growth
  • Demonstration of increase in product and service
  • Demonstration of product innovation
  • Examples of key areas of recent advice and where this has made a difference
  • Positive customer feedback via submitted testimonials
Best law firm - overall

This award is designed to honour the firm that has demonstrated a consistently high standard in providing legal services to the CTA sector. Success in this category depends on demonstrating both customer and revenue growth, as well as detailing examples of innovation and where the service has made a real difference to clients.

Criteria:

  • Commercial success and business growth
  • Demonstration of product innovation
  • Examples of key areas of recent advice and where this has made a difference
  • Positive customer feedback via submitted testimonials
Best marketing and communications consultancy

This award is designed to honour a firm that has demonstrated a genuine ability to manage the media and reputational profile of CTA/managed futures clients. Success in this category depends on demonstrating customer and revenue growth, as well as detailing how advice has represented the best interests of clients.

Criteria:

  • Demonstration of client numbers and client wins over the last 12 months
  • Specific examples of where advice has aided a client
  • Positive customer feedback via submitted testimonials
Best middle and back office

This award is designed to reward administration firms who have made advances in providing middle and back office services to CTAs and managed futures clients. Success in this category depends on providing examples on how a middle/back-office service has grown in customers and revenue, innovated via product and ideas and helped to reduce operational risk.

Criteria:

  • Commercial success and business growth
  • Sales/market share figures
  • Demonstrate how the service has made advance in one or several of the following areas:
  • Trade capture and confirmation
  • Reconciliation
  • Risk reporting and analysis
  • System of record maintenance
  • Positive customer feedback via submitted testimonials
Best specialist advisory

This award is open all categories of advisory firm and is designed to honour a firm that has demonstrated the highest level of innovation and customer service. Success in this category depends on demonstrating customer and revenue growth, as well detailing how a new product/initiative, or a particularly excellent example of client consultancy, has aided the business needs of the managed futures sector.

Criteria:

  • -Demonstration of product innovation
  • -Examples of going above and beyond in providing the best advice to clients
  • -Detail specific examples of how advice has helped clients
  • -Positive customer feedback via submitted testimonials
Best specialist consultancy firm

This award is designed to reward specialist consultants that have shown growth and innovation over the course of the last 12 months in serving the needs of CTAs and managed futures funds. Success in this category depends on a mixture of customer and revenue growth, as well as describing product/brand development that demonstrates new thinking and which has resulted in success.

Criteria:

  • Commercial success and business growth
  • Sales/market share figure
  • Demonstration of product innovation and description of how market responded to the idea
  • Description of future development possibilities
  • Positive customer feedback via submitted testimonials
Best tax and audit service

This award is designed to reward CTA audit specialists that have shown growth and excellent customer service over the past 12 months. Success in this category depends on a mixture of customer and revenue growth, as well as product or brand development that demonstrated new thinking and which can boast significant success and positive customer feedback.

Criteria:

  • Commercial success and business growth
  • Sales/market share figures
  • Demonstration of product innovation and description of how market responded to the idea
  • Description of future development possibilities
  • Positive customer feedback via submitted testimonials

2018 WINNERS

Category Winner Highly Commended
Best FCM - technology Interactive Brokers  
Best data and information provider Thomson Reuters  
Best trading and execution technology Fidessa Trading Technologies
Best specialist advisory NorthStar Financial Services Group  
Best capital introduction service  Societe Generale   
Best law firm - client service Crow & Cushing  
Best introducing broker RCM Alternatives Coquest Inc
Best cyber-security solution Abacus Group  
Best exchange – innovation CBOE  
Best compliance firm Turnkey Trading Partners  
Best IT infrastructure provider Avelacom  
Best third-party algo trading solution Quantitative Brokers  
Best middle and back office HedgeFacts  
Best tax and audit service Cohen & Company  
Best valuation service Cohen & Company  
Best FCM - client service RJ O'Brien & Associates  
Best IRA custodian Midland IRA  
Best law firm - CTA start-up Ruddy Law  
Best marketing and communications consultancy Peregrine Communications  
Best administrator – technology Citco Fund Services  
Best risk management technology provider HedgeFacts  
Best administrator - client service Northern Trust NAV Fund Administration Group
Best CTA managed account platform Deutsche Bank Kettera Strategies (Hydra)
Best FCM – innovation UBS  
Best administrator - innovation Gemini Hedge Fund Services  
Best cloud computing provider Align Communications Abacus Group
Best technology firm AQMetrics  
Best independent FCM INTL FCStone Wedbush Futures
Best executive search – quant GQR Lockwood Executive Search
Best law firm - overall Akin Gump Strauss Hauer & Feld  
Best exchange – overall CME  
Best FCM overall Societe Generale   
Best administrator - overall SS&C GlobeOp  

2018 SHORTLIST

CategoryCompany
Best administrator - client service Citco
  Gemini
  NAV Fund Administration Group
  Northern Trust
  SS&C Technologies
  US Bancorp
Best administrator - innovation Citco
  Gemini
  NAV Fund Administration Group
  Northern Trust
  SS&C Technologies
Best administrator - overall Citco
  Gemini
  Northern Trust
  SEI
  SS&C Technologies
Best administrator – technology Citco
  Gemini
  NAV Fund Administration Group
  Northern Trust
  SS&C Technologies
Best capital introduction service  Bridge Alternatives
  Morgan Stanley
  RCM Alternatives
  Societe Generale Corporate & Investment Banking
  UBS
Best cloud computing provider Align Communications
  Abacus Group
  HedgeFacts
  RFA
Best compliance firm ACA Compliance
  Cordium
  Michael Coglianese
  Turnkey Trading Partners
Best CTA managed account platform Deutsche Bank
  Gemini
  Kettera Strategies (Hydra)
  Lyxor
Best cyber-security solution Abacus Group
  ACE IT Solutions
  Align Communications
  HedgeFacts
  RFA
Best data and information provider HedgeFacts
  Thomson Reuters
Best executive search – quant GQR
  Lockwood Executive Search
  Selby Jennings
Best FCM - client service ABN AMRO
  RJ O'Brien & Associates
  Societe Generale Corporate & Investment Banking
  UBS
  Wells Fargo
Best FCM – innovation Interactive Brokers
  RJ O'Brien & Associates
  Societe Generale Corporate & Investment Banking
  UBS
Best FCM - technology Interactive Brokers
  RJ O'Brien & Associates
  Societe Generale Corporate & Investment Banking
  UBS
Best FCM - overall Interactive Brokers
  Bank of America Merrill Lynch
  Morgan Stanley
  Societe Generale Corporate & Investment Banking
Best independent FCM ADM Investor Services
  INTL FCStone
  RJ O'Brien & Associates
  Rosenthal Collins Group
  Wedbush Futures
Best introducing broker Coquest
  Capital Trading Group
  RCM Alternatives
  Thalēs Trading Solutions
Best IRA custodian Midland IRA
  Millennium Trust Company
  Pensco Trust Company
Best IT infrastructure provider Abacus Group
  Avelacom
  HedgeFacts
  RFA
Best law firm - client service Akin Gump Strauss Hauer & Feld
  Crow & Cushing
  Greenberg Traurig
Best law firm - CTA start-up Akin Gump Strauss Hauer & Feld
  Crow & Cushing
  Ropes & Gray
  Ruddy Law
Best law firm - overall Akin Gump Strauss Hauer & Feld
  Greenberg Traurig
  Sadis & Goldberg
  Sidley Austin
Best marketing and communications consultancy Crypto Emerging Manager
  Frumerman & Nemeth
  Peregrine Communications
Best middle and back office HedgeFacts
  Northern Trust
  Objecutive
Best risk management technology provider AQMetrics
  HedgeFacts
  Imagine Software
Best specialist advisory Cohen & Company (merged with Arthur Bell)
  Grant Thornton
  NorthStar Financial Services Group
Best tax and audit service Cohen & Company (merged with Arthur Bell)
  Deloitte
  EisnerAmper
  KPMG
  Marcum
  Michael Coglianese
Best technology firm Abacus Group
  AQMetrics
  HedgeFacts
  IntegriDATA
  RFA
Best trading and execution technology ETNA Trader
  Fidessa
  Tethys Technology
  Trading Technologies
  Vela
Best valuation service Cohen & Company (merged with Arthur Bell)
  Duff & Phelps
  HedgeFacts
Best exchange – innovation CBOE
  CME
  Eurex
  Nasdaq
Best exchange – overall CBOE
  CME
  Eurex
  ICE
Best third-party algo trading solution Deltix
  Pragma Securities
  Tethys Technology
  Quantitative Brokers

2018 EVENT INFO

The CTA Intelligence US Services Awards 2018 will take place on Tuesday, February 27, 2018 at Yale Club, New York

Timings

12:00pm Welcome drinks reception
12:30pm Three course lunch
13:45pm Awards ceremony
14:30pm Post awards networking

Venue Information

Yale Club
50 Vanderbilt Ave
New York
NY 10017
USA

Dress code

Business attire.

Map and directions to venue

CONTACT US

Event Manager

Alina Makarova
Deputy Head of Events
a.makarova@pageantmedia.com
+44 (0)20 7832 6640/+1 646 891 2110

Sponsorship & Tables

Victoria Bennis
Publishing Account Manager
T: +442078326615
E: v.bennis@pageantmedia.com

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