Client: UK-US Global Asset Management Group
Assets Under Management (AUM): $330 billion
Division: Diversified Alternatives
Objective:
Fund HQ was engaged to provide specialised SME expertise to review and upgrade the trading systems within the Diversified Alternatives division.
Approach:
Comprehensive Analysis
- Conducted a thorough assessment of the investment and trading processes for 8 distinct strategies within the division.
- Evaluated constraints and outlined both current and future system requirements.
Solution Exploration
- Investigated over 10 potential trading platforms.
- Narrowed down to a shortlist of 5 multi-asset, integrated front-to-back platforms for detailed evaluation.
Stakeholder Engagement
- Facilitated more than 20 demonstrations and workshops with various teams to assess the shortlisted platforms.
- Identified and selected the preferred trading system based on comprehensive feedback and analysis.
Client Collaboration:
Fund HQ collaborated with a top-tier Management Consultant team concurrently reviewing the client’s operating model. This partnership ensured alignment and integration across both projects.
Outcome:
The project successfully identified an optimal trading platform that meets the strategic needs of the Diversified Alternatives division, paving the way for enhanced trading processes and improved operational efficiency.
