Our derivatives research is often linked with that of our Equities research team to develop customized trading strategies for institutional clients.  We are adept at all types of strategies including hedging, directional trading, arbitrage, repair and volatility strategies.  We provide customized analysis and monitor the performance of our options positions on behalf of clients.

Strategy and Research

Technical and Market Analysis
We provide timely and substantive market commentary and analysis along with key investment strategies. Hapoalim Securities publishes technical analysis reports detailing notable trading activity and trends shaping the broad market, specific sectors and individual stocks.  Regular research publications include:  “Alternative Options”, “Sectors and Indices”, “Morning Briefing”, and “Unusual Option Activity”. 

Trading and Execution
Trading and execution capability is core to delivering value to our clients.  Our platform combines experienced and knowledgeable traders who are supported by fully integrated systems infrastructure utilizing the most current technology.

Note:    
Options are not suitable for all investors and not all options strategies are suitable for all investors who may be suitable to trade options.  At or prior to being approved for options trading, investors must be given and should read “Characteristics and Risks of Standardized Options,” the risk disclosure booklet issued by the options exchanges.  A current copy of this booklet may be obtained by calling John Venezia at (212) 898-6205 or by sending a written request to:  Hapoalim Securities USA, Inc.  One Battery Park Plaza, New York, NY 10004.  All accounts must meet options suitability requirements prior to any options trading.  Options strategies may entail significant risks.