Is there a specific contact for IOIs? *
Please enter their contact information below.
Operations / IOI - Contact Name
Operations / IOI - Contact Name
Please enter full name or operations group name.
Operations / IOI - Contact Phone
Operations / IOI - Contact Phone
How important are IOIs to your firms' decision to trade? *
Select ALL that apply.
Which IOI service(s) do you use? *
Select ALL that apply.
Is your firm set up to interact with Actionable IOIs? *
Routable, natural IOIs represent indications where a broker systematically generates an natural IOI directly from a customer order and exchanges a unique ID with Bloomberg. When a buyside integrated customer* interacts with a natural, routable IOI a pre-populated order routing ticket is generated and the unique ID is passed back on the responding order. This signals the broker that the response should be crossed with the initiating order. Bloomberg is supporting broker innovation through our routable IOI offering and encouraging the development and marketing of unique products using the routable IOI approach.
If yes, would you like to see Actionable IOIs from KBW? *
Routable Natural, Routable Non-Natural, Routable Risk Capital, etc.
Do you read the public notes on IOIs? *
Occasionally we will send IOIs for OTD orders and add details to the notes (% avail to cross, TWAP, VWAP, etc.) If not, will these IOIs create miscommunication?
What is your execution expectation for Routable IOIs? *
Select ALL that apply.
Does your firm only want Natural IOIs? *
Does your firm filter out Non-Natural IOIs? *
Which IOIs do you filter out? *
Select all that apply.
Okay to do a quick IOI test in a non-financial? *
Do you have an non-financial order on your desk? If you tell me the symbol I can send an IOI and we can make sure the IOI is properly reflected? If not, can you tell me the most recent IOI you see from KBW?
Was test successful? *