Trading Operating Reviews have increased in popularity from investment firms who have been under cost pressures but with a wish to scale-up their flow business operations and simplify infrastructure, reduce complexity, footprint, and providers. We believe this trend will continue, especially given the tough economic conditions arising from the pandemic and geopolitical conflicts. So what should senior trading leaders be thinking about?
Try our self-assessment within your firm and talk to your senior colleagues on whether a trading transformation review would add depth into strategy planning.
Some examples of how we’ve transformed businesses
We know from experience that each firm’s internal organisation, technology and culture are different. We always tailor our service to fit your firm.
Some examples of how we, Prodktr, have customised our clients’ businesses include:
- Modernise Target Operating Model
Outsource to insource transform options. Includes customized solutions or technology such as post trade and collateral, or confirmation and settlements management systems integration with the client’s own technology, in addition to outsourcing.
- Middle Office Services (IBOR)
Includes outsourced solutions or technology such as Investment book of records (IBOR) cash and securities position management systems integration with the client’s own technology, in addition to full-service outsourcing and all post trade service processing including confirmation and settlements
- Investment Simplification
An initial assessment of the current state trading and investment operating model including future design options. Implementing a strategic trading service delivering on the needs of increased trading scale via straight through automation and simplified investment asset class operating model with superior productivity efficiency.
Read about how we transformed a global investment manager here, or for more information please scan the QR code below.