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Investment Banking

Equity Soft Dollar

The Investment Banking division of Credit Suisse has one of the largest Soft Dollar departments in the industry. We manage hundreds of accounts worldwide handling both soft dollar and commission recapture programs. Our client list includes virtually all of the top asset management firms who choose to maintain soft dollar programs. Our job is to ensure our clients' complete satisfaction.

An investment manager who trades for a soft dollar program receives:

  • The same sales coverage the client would receive for their normal trading activity;
  • The same quality execution services;
  • Access to the bank's global network of traders; and
  • Access to Credit Suisse Investment Banking Division's global research library.

In addition to our normal confirmation process:

  • Clients receive a monthly status report detailing all trades and payments for the month and year-to-date. Domestic and International trades are combined on one statement for easy review and analysis.
  • Information is also available on our Web site, which is updated daily. You will be provided with an access code and password that will allow for 24-hour access to all account information.
  • Our Web site also provides a download facility, allowing our clients the ability to transfer trade details into a Microsoft Excel spreadsheet for easy reconciliation.
  • Of course the Soft Dollar department stands ready to perform the monthly trade reconciliation process on behalf of our clients.

Our reputation for exceptional service, reliability and competitive ratios makes Credit Suisse the bank of choice for the soft dollar needs of the investment advisor community.

If you would like more information on Equity Soft Dollar, please contact Mark Conforti at (800) 233-0358 or (212) 325-4032.

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