Soft Dollar Commission Program
Soft Dollars
At M.S. Howells & Co., our Soft Dollar program is designed to help hedge funds, asset managers, and professional advisors manage the cost of essential research and market data more efficiently, without compromising execution quality.
Soft Dollar Solutions
These funds may be used to pay approved third-party providers for research tools, data services, and subscriptions that support the investment decision-making process.
Under Section 28(e) of the Securities Exchange Act of 1934, eligible clients may allocate a portion of their trading commissions toward qualified research and brokerage services. Through our program, clients can direct a designated amount of commissions into a Soft Dollar balance, creating a flexible pool of funds to support their research needs.
Eligible Research & Services
Soft Dollar balances may be applied toward a broad range of allowable expenses.
Fundamental, technical, and quantitative research
Portfolio management systems and analytics
Valuation, asset allocation, and risk management tool
Economic research and forecasting services
Why Use M.S. Howells & Co. for Soft Dollars?
Our Soft Dollar offering is built to provide transparency, flexibility, and control.
Broad product eligibility
Best execution first
Market data support
Customizable commission structures
