High levels of treasury liquidity lacking visibility in cross asset operating models
Buy side firms wishing to access treasury liquidity in today’s markets face several challenges. Especially if they are managing a public, private and digital markets diversified fund range, including funds with an immediate or regular liquidity access requirement alongside other
What should senior trading leaders be thinking about?
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,
Six typical reasons why trading firms embark on an operating model review
Conducting an operating model review helps to enable simplification and compression of asset class trading functions and technology operating processes. Below are six typical reasons why trading firms embark on an operating model review: Cost Reduction: due to higher trading
Data Operating Excellence
Prodktr has successfully delivered data operating model process excellence for an International Asset Manager client, within their Investment Data Transformation, helping to design and implement the next generation operating model. The Asset Manager transformation team had been tasked with implementing