Portfolio Management Reinvented:
Giving control back to the desk
In order to succeed in an increasingly complex marketplace, funds must adopt trading solutions that are customizable, flexible, and ultimately improve trader workflow
In today’s capital markets, changing investment objectives demand that traders have an ability to rapidly adjust their trade workflows. As a result, the associated trading systems that support the desk require the same level of flexibility. All too often, however, the reality faced by traders is that the rigidity of these systems means they must resort to creating workarounds that complicate daily operational tasks.
As Sky Road recently showed in successfully upgrading the OMS and trade workflows of an event-driven fund, there is a better way to meet the technology needs of today’s dynamic trading environments. The event-driven fund required a solution that naturally supported the unique aspects of derivative trading workflows and delivered clear and concise views of real-time positions and cash in an immediate and streamlined fashion.
Sky Road’s order management domain experts sat with the fund’s traders to understand the most pressing challenges and document the desired trade workflows. Sky Road then fulfilled their requirements using key elements of the Motion Platform:
- Rapid Customization— Extended the Motion workflow engine to match the fund’s desired trade flow
- Native Support of Total Return Swaps— Modeled TRS as true derivative allowing comprehensive capture of trades
- Streamlining of Processes— Reduced unnecessary steps thereby enabling straight through processing to back office systems
By leveraging a unique solution delivery model that blends trading software leadership and daily operational process support, Sky Road was able to streamline the fund’s trading platforms and reinvent the portfolio management approach.
Flexibility in today’s trading systems is required to allow traders to manage changing demands. The inherent customization capabilities of the Motion Platform empower desks to take back control.