Use Case:
Buy-side Portfolio Manager and ETF Issuer TCA

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Firm type:

Investment manager, hedge fund, wealth manager, insurance company, sovereign wealth fund, family office (ETF Issuer for post-trade)

What do you need/want to do?

Evaluate pre and post-trade execution quality for:

  • Validation of strategy performance and routing for external clients (funds)
  • Compliance and best execution requirements
  • Strategic measurement of trading performance (you could be a centralised desk, a self trading PM, or outsourced trading desk)
  • Better understand your trading costs during portfolio construction

What are the alternative solutions? What are their disadvantages?

  • In-house build (but this is not a key focus for the buy-side so the uplift can be quite heavy to do it well)
  • Some firms are tied to one vendor for a long time which can limit flexibility and innovation in the marketplace

What are the advantages of using big xyt’s solutions?

  • Web-based application with rich visualisations and API access to liquidity analytics of global markets
  • Gain an understanding of the approach of your peers

How long is the implementation and what resources are required from the client?

  • Our API is immediately available for those firms with in-house capability to use it
  • The onboarding process involves understanding your data model, file transfer, and demonstrating that our solution meets your needs

What are the results/beneficial outcomes? What could you do now that you couldn’t do before?

  • Better understanding of the trading process as a contributor to alpha
  • Better cost management (in busy/volatile times traders need to concentrate on their core business, yet analysis is key at those times so a maintained available solution is invaluable)