SUSQUEHANNA INTERNATIONAL GROUP. ETF Market Making. Marko Taric



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SUSQUEHANNA INTERNATIONAL GROUP ETF Market Making Marko Taric

About SIG Established in 1987 in the US. One of the largest privately held financial institutions in the world. A comprehensive trading, technology, and quantitative research firm. More than 1500 employees world wide. Has offices across North America, Europe, Asia and Australia.

SIG Trading SIG has significant experience in trading ETFs and their underlying securities globally. In the United States, we account for 10-15% of the volume of all ETF securities. In Europe, we account for over 15% of the volume of all ETF securities. In Australia SIG is a market maker in equity and index options as well as the entire suite of ±90 listed ETFs.

Exchange Traded Funds ETFs are investment funds traded on stock exchanges in the same way as stocks. Each ETF holds specific assets such as stocks, bonds and commodities. Most ETFs track an index, such as the ASX 200. Authorised Participants are financial institutions which have an agreement with the issuer that allows them to create/redeem units of the ETF by exchanging cash/basket of underlying assets with the issuer. Authorised Participants can act as market makers, using their ability to create/redeem units in the ETF to provide liquidity of the ETF in the open market. They do this by calculating the net asset value of the ETF and making a market around this value. The market makers ensure that the liquidity of the underlying assets is reflected in the ETF market as well, rather than it being dependant on two way interest in the ETF shares.

Market Making ETFs The market makers may be appointed by the Exchange or the ETF issuer. They have certain obligations such as the maximum width of the spread in each fund, the time during which they are present in the screens etc. In Australia, we provide near constant bids & offers in assigned ETFs. We usually provide spreads tighter than the exchange requires. Our ability to create units and manage hedging risks allows us to trade large size if needed. The market maker gives no undertakings or assurances to the ETF investors about the performance of its market making function.

Pricing ETFs ETFs with domestic/regional underlyings are priced in real time based on the individual prices of each stock that the ETF holds. ETFs with international underlyings are priced using a correlation matrix with relevant securities and derivatives that are currently trading in the market. The ETF price in AUD adjusts as the currency of the underlying security moves in respect to the AUD. Costs of trading are factored into determining spreads around the fair value.

Trading Costs Creation/redemption fees Exchange fees Underlying stocks bid/ask spreads Correlated Futures bid/ask spreads Currency hedging costs Conversion fees between dual listed ETFs Stock Borrow Fees Stamp Duties/Taxes

Trading Example for ILC ILC is the ishares S&P/ASX 20 Index Fund. We calculate the NAV of the fund in real time and make a market around it. When a customer purchases the ETF, we become short. To hedge our risk, we look to buy the 20 stocks in the ASX 20 index If we have insufficient inventory of ILC shares, we send a creation order to the issuer of the fund, ishares We deliver the basket of stocks which we purchased to the issuer on the close, and they issue ILC units to us which we deliver to the investor

Trading Example for IEM IEM is the ishares MSCI Emerging Markets Index Fund, cross listed in Australia and in the US as EEM Around 50% of the fund is open during our trading day (China, India, Korea etc) while 50% is shut (Brazil, Mexico, Russia etc) When a customer purchases the ETF, we become short. To hedge our risk, we look to buy securities or futures open during our trading day that are correlated to the MSCI Emerging Markets as well as hedge away the currency exposures. If we have insufficient inventory, we need to purchase, borrow or create the US-based ETF (EEM) and convert it to the Australian line (IEM) in order to deliver the ETF to the investor. When we purchase or create EEM, we look to unwind the original hedge of correlated futures and currency hedges.

Important Information This presentation has been prepared on behalf of Susquehanna Pacific Pty Ltd (SPPL) - ABN 23 082 467 605 and AFSL 244582, an affiliate of the Susquehanna International Group (SIG) of companies. SPPL is a Participant of the Australian Securities Exchange (ASX) and is a market maker for exchange traded funds (ETFs). SPPL is a Principal Trader on the ASX and is not authorised to advise, or act on behalf of clients. This presentation does not constitute financial advice nor does it represent that SPPL or any other SIG affiliate will provide financial advice or other financial services to clients. This presentation is a general description of the role of a market maker. SPPL gives no commitment to any investor in relation to the performance of SPPL s function as an ETF market maker. This presentation is not an endorsement by SPPL of any product or ETF or a recommendation that any person should invest in any ETF. Any potential investor in ETF should obtain independent financial advice before investing in any ETF.

Thank You SYDNEY CONTACT DETAILS Susquehanna Pacific Pty Limited Level 41 The Chifley Tower 2 Chifley Square Sydney, NSW 2000 Australia +61-2-8226-5000 office +61-2-8226-5050 fax Website: www.sig.com