The TRADE 79 - Q1 2024 | Page 80

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BofA Securities

BofA Securities has seen an uptick in the number of responses it has received this year , with an impressive 79 traders sharing their views on the provider . While it has failed to beat the overall average , or be a category outperformer , BofA Securities has done well when it comes to improving their customer support ( up 0.16 ), anonymity ( up 0.12 ), customisation features ( up 0.04 ) and flexibility and sophistication SOR ( up 0.01 ). In fact , it is worth noting that for each category BofA has received a score of “ good ”.

However , there are areas where BofA does need to focus on , especially when it comes to speed . This year , traders gave BofA a score of 5.48 - the lowest score for this category . In fact , for 10 of the 15 categories the survey covers BofA scored in the bottom three places , as well as having the lowest overall average score .
Unfortunately for BofA , it scores in the bottom three for quite a few of the categories covered by the survey . With execution consistency , speed , price improvement , ease of use , and breadth of dark pool all scoring the lowest score compared to our top 21 providers .
The majority of BofA Securities responses come from Europe ( 378 ) and the US ( 21 %), as well as a few responses coming in from the UK ( 17 %) with 37 % of clients reporting an AUM of over $ 50bn .
Interestingly , 15 % of BoA ’ s clients have reported to be considering using additional algorithmic providers in the coming 12 months , with Berenberg being a top contender for consideration .
BOFA SECURITIES RATINGS FOR ALGORITHMIC PERFORMANCE
Increased trader productivity
Reduced market impact
Execution consistency
Cost Speed Anonymity Price improvement Customisation
5.71 5.58 5.64 5.69 5.48 5.69 5.37 5.45
Ease of use
Order routing logic / analysis
Customer support
Execution consulting
Dark pool access
Flexibility and sophistication of SOR
Algo monitoring
Average score
5.58 5.40 5.76 5.45 5.51 5.53 5.43 5.55
KEY STATS Overall Outperformer : NO Category Outperformer : NO

5.76 Highest score

( Customer support )

5.37 Lowest score ( Price improvement )

0.16

Most improved ( Customer support )

-0.39

Least improved ( Breadth dark pools )
80 // TheTRADE // Q1 2024