[ O U T S O U R C E D T R A D I N G S U R V E Y ]
JonesTrading
JonesTrading |
2025 |
2024 |
2023 |
Global |
Difference to Global |
Coverage |
6.58 |
6.60 |
7.00 |
6.25 |
0.33 |
Execution |
6.50 |
6.70 |
7.00 |
6.20 |
0.30 |
Operations and Post-Trade |
6.42 |
6.20 |
7.00 |
6.19 |
0.22 |
Relationship Management |
6.64 |
6.80 |
7.00 |
6.15 |
0.49 |
Trade Decision Support |
6.55 |
6.33 |
7.00 |
6.00 |
0.55 |
IPO Process and Allocations |
5.29 |
6.40 |
- |
5.25 |
0.03 |
Onboarding |
6.09 |
6.44 |
7.00 |
5.98 |
0.11 |
Client Services |
6.50 |
- |
- |
6.15 |
0.35 |
Cost vs Value |
6.00 |
6.00 |
6.73 |
5.99 |
0.01 |
Average |
6.28 |
6.46 |
6.96 |
6.02 |
0.30 |
The past 12 months has seen
JonesTrading add new personnel, focus on its technology- and again- receive stellar scores across the board in our Outsourced Trading Survey. Regarding technology, JonesTrading has had a strong focus on deploying AIdriven tech to help the firm do a better job in keeping clients up to date on news and information, as the provider aims to enhance the client experience. Once again, JonesTrading is rated as Very Good by its clients, continuing its streak of outperforming the global average. In 2025, it achieves this with a margin of 16 basis points. Year-on-year, JonesTrading’ s overall average score is down slightly from the dizzying heights of 2024 and 2023. Execution( 6.60) not only has the joint highest score( alongside Cost vs Value) but it has also seen an increase of 22 basis points from last year. Eighty percent of participants have rated this category as Excellent, with one client commenting,“ Jones always
Chart 1
provides robust market knowledge and action for any names we are active in. They execute in accordance with our instructions and limits or do even better”. Cost vs Value( 6.60) also receives the joint highest score, again with a respondent praising the provider’ s transparent fee and commission structures, and insight into market pricing. Despite Onboarding( 6.00) seeing a downward shift of 50 basis points from 2024, it still retains its
Very Good rating.“ We recently transitioned from a hybrid between in-house and full outsourced trading model with JonesTrading and the onboarding process was smooth,” notes one client while another describes the onboarding process as“ seamless and efficient”. The client adds:“ Jones has been able to facilitate and expedite relationships and onboarding with other counterparties and vendors. They were remarkably helpful prior to launch and getting us
28 // Outsourced Trading Handbook // 2025