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Products & Services

INSTITUTIONAL TRADING

Institutional Sales & Trading


12 Capital Group’s Sales & Trading Team is made up of industry veterans who look to deliver pertinent market insight to all our clients in a timely and efficient manner. Our sales team look to serve as a true strategic partner to deliver best in class service to our clients.

12 Capital Group’ traders both contribute to and benefit from the information exchange between our research analysts and salespeople. The traders act as an extension to our clients trading desk implementing execution strategies aligned with our client’s goals. We are an agency only trading desk putting our client’s interest at the forefront, while maintaining total anonymity in the marketplace and providing best execution practices.

By combining deep fundamental knowledge of companies under coverage, with an understanding of the technical market dynamics at play, we seek to maximize alpha creation for our clients. We utilize a straightforward Buy, Sell and Hold ratings system. Our research is distributed to clients via email, the 12capitalgroup.com website and via Bloomberg, Thomson Reuters-Refinitiv, S&P Capital IQ and FactSet terminals. We provide published research reports, analyst consultations and roadshows and other meetings with corporate management teams and our analysts.

  • Utilization of FlexTrade’s Color Palette order management system with compliant order routing
  • A robust suite of electronic and algorithmic trading tools for high/low touch trading—smart router technology, dark pools, floor routes
  • Experience executing under both 10b-18 / 10b5-1 agreements for corporations
  • Program trading capabilities
  • Capacity to manage large transactions
  • Commission Share Arrangements (CSAs)
  • White label algorithmic capabilities through algorithmic partners
  • Pre and Post trading analysis
  • Customized trading solutions


Fixed Income


12 Capital Group’s Fixed Income Team of professional have over 50 years’ experience in this field. The team focuses on retail and institutional trading of Municipals, Corporates, Agencies, Treasuries, Mortgages, Certificates of Deposits, Foreign Bonds, and Structured Products. Our team specializes in finding extra value in any given interest rate environment.

Research


12 Capital Group provides research coverage across multiple industries and market caps. Our analysts focus on deep-dive fundamental research. In addition to traditional financial statement analysis and valuation, our process involves management interviews, company visits, channel checks and interviews with industry experts to give us a holistic overview of the prospects for a company’s securities. Additionally, we offer technical analysis on individual securities, industry sectors and major market indices. By combining deep fundamental knowledge of companies under coverage, with an understanding of the technical market dynamics at play, we seek to maximize alpha creation for our clients. We utilize a straightforward Buy, Sell and Hold ratings system and will occasionally publish informational reports on companies with no rating opinion. Our research is distributed to clients via email, the 12capitalgroup.com website and via Bloomberg, Thomson Reuters-Refinitiv, S&P Capital IQ and FactSet terminals. We provide published research reports, analyst consultations and roadshows and other meetings with corporate management teams and our analysts.

Syndicate


12 Capital Group’s Syndicate Team is responsible for researching, marketing and pricing bonds, loans or stock for corporations. They talk directly to investors and work closely with our investment bankers to gather data and information to help companies launch new deals. Once this data is collaborated, we sit down with the company and provide recommendations that is both feasible and sellable to investors.

Corporate Access


12 Capital Group’s Corporate Access Team establishes and builds relationships for the benefit of our institutional clients both publicly listed and private corporations. Our team works hand and hand with our research department to ensure our clients achieve maximum value by attend our corporate events.

Through this program we work with our clients and introduce them to hot new stock ideas. If our clients feel these stocks alien with their portfolio, we will invite them to meet with the corporate management teams. It is after these meetings where portfolio managers will decide whether or not to further their relationship and invest in the underlying security. We do this through:

  • Non-Deal Roadshows
  • 1 on 1 meeting/conference calls with C- Suite Executives
  • On site bus tours
  • Conferences

Capital Introduction


12 Capital Group’s Capital Introduction Team offers our clients and investors a unique, customized and strategically targeted approach to capital introduction. Through our established partnerships and access to our network of institutional investors, our Capital Introduction Team is positioned to make meaningful introductions between managers and investors.

Our Capital Introduction team maintains strong relationships with institutional investors seeking to invest in funds. Our relationships include fund-of-funds, seed investors, allocators, pension, endowments, foundations, nonprofits and family offices.

Asset Allocation


12 Capital Group leverages the relationship between our institutional and retail trading desks who work hand in hand when investing assets for our client’s. Whether our clients are looking to become a day one angle investor looking to get in on the ground floor or a day two investor looking to invest into an established fund, we will walk our clients through the manager selection process. This is a very strategic process because when done properly  investor’s allocation of assets will reflect their desired goals, priorities, investment preferences and tolerance for risk.