Serving US fund managers investing into Asia for more than 30 years.
Since 1986, when CLSA established a presence in North America to serve fund managers investing into Asia, the CLSA Americas team has grown substantially. Today, we boast the largest dedicated Asia-markets sales desk in North America.
CLSA Americas is a full service agency broker, providing investors’ customised solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation.
Focused on global sectors with unique Asia and China read-through, CLSA Americas’ high touch sales teams provide clients with the advice and attention clients need to strategically position their portfolios.
CLSA Americas has the largest dedicated Asia sales desks in North America. Our highly experienced teams are focused on equity markets across Asia, and include dedicated market specialists covering Australia, China, Japan and Asean.
Our dominant presence across Asia and China has led to unparalleled access to both public and private companies, creating significant competitive advantage for our US clients.
CLSA sales works closely with CLSA’s bespoke content platform, CLSA U to provide fund managers access to independent experts who provide highly specialised perspectives on industries and trends unfettered by CLSA analysts. As a CFA Approved Provider, CLSA offers accreditation for participation in its courses.
US Sales Services include:
Research : Sales teams leverage CLSA’s differentiated research, facilitate access to independent industry and company specific reports, and highlight structural and tactical changes that fit into client specific event driven investment strategies. Sales professionals make recommendations and identify global thematic views and insights across asset classes.
CLSA U: Partnering with our dedicated CLSA U team, sales professionals work with clients to gain access to independent experts providing perspectives on industries and trends unfiltered by CLSA analysts. As a CFA Approved Provider, CLSA offers accreditation for participation in its professional courses.
Corporate Access: Partnering with equity research professionals, sales teams help organize and plan unique industry and thematic trips based on empirical fact finding and understanding. Trips are hosted both within the US and globally.
Trading and Execution
CLSA Americas offers a full suite of execution services throughout North America and Latin America.
Sector Trading: Our experienced team of sector specialist traders works closely with their research and sales counterparts locally, as well as with colleagues in Asia, to offer clients actionable trading and investment ideas.
ADR Trading: CLSA’s agency-only effort in the US works closely with our overseas counterparts in the creation and cancellation of Asia-based companies with US listed equities. As an agency-only delegate we pass along 100% of the optimized trading results to our clients and are agnostic with respect to where commissions are generated. Trades can be settled on a net or gross + commission basis locally or in the US.
Portfolio Trading: Comprehensive access to Developed, Emerging and Frontier markets to meet clients’ portfolio trading objectives, with a focus on pre-, intra- and post-trade tools and seamless, straight-through processing capabilities. The business is strategically located within CLSA Americas in New York and in six other cities around the globe: London, Hong Kong, Tokyo, Sydney, Seoul & Singapore.
Electronic Trading: Our comprehensive suite of algorithms and smart order routing solutions provide clients with sophisticated tools for intelligent access to lit and dark liquidity. Un-conflicted, transparent routing and intelligent anti-gaming techniques help clients to minimize market impact and achieve best execution.
Commission Management Services: Our CMS program provides solutions for fund managers to increase the efficiency and performance of their business by expanding the reach of their commission dollars. Our reputation for exceptional service, reliability and competitive rates has made us an excellent choice for the needs of the investment community.
Connecting US corporates with investors.
CLSA Americas provides investors with access to leading listed Asian companies through a comprehensive, award-winning, corporate-access program of CLSA Investor Forums, access days, corporate roadshows and company visits.
In 2016, CLSA Americas organized over 500 roadshows and hosted over 6,500 hours of meetings with investors through non-deal roadshows, group meetings, field trips, and company conference calls.
In harnessing our global market expertise, the CLSA Americas corporate access team ensures our clients derive maximum value from attending our events.
CLSA Americas is providing this data to institutional investors for informational purposes only.
This information should not be regarded as a solicitation or recommendation of any particular security or to engage in any trading strategy. CLSA Americas does not believe that this information is sufficient to base an investment decision on.
Please contact CLSA Americas, LLC for further information.
For investors based in the United States:
In the USA, CLSA is represented through its US broker-dealer affiliate, CLSA Americas, LLC. U.S. customers should contact CLSA Americas, LLC which acts as the 15a-6 agent for all CLSA Group entities.