Engineering Competitiveness Front to Back
Study of the Electronic Bond Network (EBN)
Basis Point Group conducted a study of the Electronic Bond Network
(EBN) marketplace for major US and one of the world's largest asset
management firms (more than $470 billion in assets under management).
The goal was to provide managers, traders and technical personnel
a better understanding of the nature and scope of business opportunities.
BPG was retained by a major Northeast US asset manager to define
a scaleable systems and operations approach to accommodate market
expansion in the area of high-net worth accounts in the Private
Client Group. In addition, BPG provided interim management, reviewing
operating processes, employee roles and organizational responsibilities,
providing management a comprehensive assessment of their operational
Product and Marketing Strategy
BPG provided a detailed product and marketing strategy for a major
investment software supplier to establish an operational risk consulting
Market Assessment and Due Dilligence
For one of the nation's leading investment software suppliers, BPG
performed a fixed income trading and compliance product market assessment
and the due diligence needed to support a re-entry strategy into
investment management fixed income automation with the emphasis
Project and Client Account Management
BPG served as project and client account manager for the start-up
phase in the US of one of Europe's leading investment software suppliers.
This included managing the first implementation and adaptation to
the US market of their integrated investment compliance and 'violations'