#USA #New York #Order Management #Pacer Advisors #Bloomberg ETF

Pacer Advisors Enhances ETF Workflow with Bloomberg

On May 21, 2026, Bloomberg disclosed that Pacer Advisors has successfully integrated their order and execution management solutions (OEMSs), which significantly improves Pacer's investment workflow, especially for managing ETF positions, trade execution, and compliance needs. This evolution includes the implementation of Bloomberg Asset and Investment Manager (AIM) and EMSX, both pivotal in multi-asset order management and execution.

Efficient Trade Automation

In particular, the introduction of the Rule Builder (RBLD) Optimizer equips Pacer's trading teams with advanced capabilities to manage broker allocations more effectively during the complex process of ETF rebalancing. The RBLD Optimizer, part of Bloomberg’s multi-asset automated trading tools, integrates seamlessly with AIM’s order management functionality, enabling traders to compare and assess each portfolio against benchmarks and targets. This allows for automated order generation and execution via RBLD, which has shown to significantly decrease manual calculations and enhance allocation accuracy.

Streamlined Rebalancing Process

The RBLD Optimizer revolutionizes how intricate ETF rebalances are executed. Unlike traditional methods that allocate orders one-by-one under a single constraint, the RBLD Optimizer analyzes the entire basket simultaneously, taking multiple factors into account, such as share distributions, dollar imbalances, broker commissions, liquidity footprints, and order costs.

With its fully integrated functionality within EMSX, this innovative tool enables Pacer Advisors to execute complex allocations in coordinated batches with merely a click, transforming a previously labor-intensive process that could take hours into a streamlined operation. By creating dollar-neutral and proportionally balanced baskets, brokers are better equipped to execute trades efficiently, mitigating overnight risks and minimizing cash drag—ultimately enhancing the overall execution quality while simplifying operational complexity.

Enhanced Execution Precision

The impact of the RBLD Optimizer on Pacer Advisors' operations is highlighted by the remarks of Danke Wang, Head Portfolio Manager. He emphasized, “Bloomberg's RBLD Optimizer has transformed how we tackle rebalance execution, automating an extraordinarily complex allocation problem, which has notably improved our precision and allowed us to focus more on execution rather than setup.”

Empowering Traders with Automation

Bloomberg's RBLD serves as a comprehensive automation tool that facilitates fully automated trading across various asset classes, including fixed income, FX, and equities, offering dedicated applications for each category.

Ravi Sawhney, Head of Product for Buy-Side Execution, further stressed Bloomberg’s commitment to delivering integrated solutions crucial for clients as they navigate the dynamic market landscape. He explained that the RBLD Optimizer’s integration into the execution workflow allows firms like Pacer Advisors to address complex, multisided allocation challenges swiftly and effectively, leading to improved workflows and enhanced control over extensive rebalancing activities.

Embracing Innovation at Pacer Advisors

Pacer Advisors, recognized for its trend-following and cash flow-oriented ETF strategies, continues to innovate and adapt in the financial landscape. This latest enhancement in collaboration with Bloomberg is a testament to their focus on leveraging cutting-edge tools to provide exceptional service to their network of advisors. With a national presence and a robust portfolio of investment solutions, Pacer is well-positioned to meet the evolving demands of the marketplace and support its clientele more efficiently than ever before.

Conclusion

The partnership between Pacer Advisors and Bloomberg represents a significant stride toward optimizing ETF rebalancing and investment workflows with innovative technology. With improved efficiencies, precision, and execution, Pacer Advisors is poised to enhance its service delivery and maintain a competitive edge in the evolving financial landscape.