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.

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.

Supporting Team Members

Portrait of Bobby May

Bobby May

Executive Director

Front Office Optimization

Portrait of Joe Murphy

Joe Murphy

Operations

Front Office Optimization

Get in touch with EAC

The team of CPAs, CFOs, COOs, and accounting and operation professionals combines for hundreds of years of hedge fund experience with some of the largest and most complex industry leaders.

Don't hesitate to reach out, we'd be happy to help.

Or, send an email to us directly:info@eacllc.com

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