eMAXX

Find sales and trading opportunities easily. eMAXXTM combines essential fixed income ownership and institutional investor profile data with a powerful search engine, helping you to boost sales, increase profits and improve your firm’s competitive position.

Overview
What's Included
New Features

With eMAXX, you can:

Boost trading volumes, identify trading opportunities and source bonds and other fixed income securities.
Increase sales productivity by locating new prospects while deepening knowledge and penetration of existing clients.
Ensure underwriting success by researching target markets, incorporating key investor data into pitch books and arranging roadshows.
Reduce the cost of capital when issuing securities by targeting existing and prospective bondholders.

Why choose eMAXX?

Fast, complete, meticulously researched information
Many ways to save time, boost productivity, sales profits and competitiveness
Global perspective on the fixed income market

global fixed-income markets

View holdings of institutional fixed-income investors in 33 countries in North America, Western Europe and Asia.
View holdings of over 7,000 buy-side firms with more than $USD 19 trillion in assets under management among U.S. and European insurance companies, pension funds; U.S., Canadian and European mutual funds.

buy-side and sell-side fixed-income

Over $USD 7 trillion in total fixed-income par amount.
Coverage of over 50,000 fixed-income issuers.
Coverage of over 500,000 individual fixed-income securities.
More than 1.8 million securities positions.
Holdings of nearly 17,000 insurance companies, mutual funds and pension funds.

inventory MANAGEMENT

Upload client portfolios into a holdings database whose size and timeliness you control.
Match bid lists and offering sheets instantly against either uploaded private portfolios, eMAXX's embedded the public portfolios or both.
Load any internal or external inventory, bid list, offering sheet or spreadsheet you maintain of trade ideas or price points. Also, copy and paste multiple bidlists (format- dependent) for instant use.

axes

Run any axe, such as, "Own and offer this bond in that size at this level".
Match and route messages to the sales people covering accounts that hold the bonds in question.
Maintain an ongoing, searchable database of all axes and match reports. With a single click, send unique notifications to each user who has been assigned coverage via a match report.

Sales Management

Assign account coverage to salespeople, traders for firms managing both newly uploaded client portfolios or the public portfolios already in the system.

My eMAXXTM - tag key accounts and run queries against this select group
More user-friendly reports with dynamic column headings
Investor and Dealer rankings based on U.S. Insurance Company trading activity
Person Query and Person Search functions
Enhanced Fund/Portfolio profile (fund composition chart and table) and Trade Activity details (U.S. Insurance Company portfolios only)
Combine publicly available holdings information with holdings you receive from your clients in a secure, user-friendly, online search engine.
Assign internal sales coverage to each firm already in the database or added with your client portfolios.
Focus your searches to find holders of specific bonds you are looking to trade.
Allows traders, sales managers and others to route axes to the all eMAXXTM Match users at your firm or just those whose accounts own the securities you are looking to trade.