Front Office Optimization

We offer innovative, effective, and efficient Front Office Solution. Our goal is to enhance service delivery of a holistic front to back-office experience and offer unparalleled value to our partners, helping to preserve and maximize the value (alpha) of your portfolio.

Operational Efficiency:

• Implement robust trading processes for efficient order execution and settlement.

• Integration and optimization within client's Order Management System (OMS).

• Coordinate tax lot relief to ensure the most cost-effective trading style.

• Pre trade analysis before routing orders to executing brokers and/or OTD.

• Manage wash sales analysis.

• Determine best financing arrangement for positions- cash vs swap.

• Implement effective cash management and currency hedging processes.

• Continuous collaboration with outsourced Trading Desks (OTD) for seamless operations.

• Long and short-term holding analysis before closing out positions.

• Holistic front to back workflow design and support providing comprehensive business resiliency and continuity.

• Sit within the client's environment, system agnostic.

Client Education and Support:

• In-depth alpha analysis to deepen understanding of your trading processes.

• Help tailor execution methodologies as we understand your trading patterns to minimize alpha slippage.

• Personalized one-on-one sessions are readily available to enhance experience and support.

• Maximize the capabilities of the client’s POEMS, ensuring they leverage their platform.

• Provide color on client portfolio including monitoring for news, etc.

• Create a dynamic research budget that adapts to evolving strategies.

Commission Optimization:

• Maximize commission utilization, enhanced execution, and market access.

• Management of a cost-effective blend of research and liquidity access.

• Comprehensive Soft Dollar Budget management.

Collaboration with Financial Institutions:

• Forge alliances with POEMS providers.

• Explore joint ventures and collaborations for comprehensive financial services.

• Assist with management and establishment of new broker connectivity.

• Foster open communication with brokers, emphasizing reporting, transparency, and addressing your needs and requests.

Client-Centric Risk Management:

• Identify and manage risks associated with strategies leveraging your existing POEMS.

• During available one-on-one sessions, develop hedging strategies to protect portfolios from adverse market movements.

• Provide real-time risk management insights to support portfolio managers, leverage Bloomberg PORT.

• Leveraging your existing software expands on our ability to be closely aligned with your portfolio above and beyond execution quality.

• Event management, Ex-date earnings date reports.

• Option Strategies

• Hedge existing positions.

• Create synthetic long or shorts to mitigate overpriced financing.