Planning and Implementing the Right Technology
Global Roll-out of Trading Systems
Basis Point Group has organized the global roll-out of Fixed
Income, Derivatives and Cash desk trading systems for a major global
Facilitation of Treasury Management Processes
For one of the top ten banks in the US, BPG facilitated the Treasury
Management processes and controls to assure proper transition of
business processes to a fixed income outsourcing provider.
Equity and Foreign Exchange Trading System
BPG provided business and project management to implement an equity
and foreign exchange trading system and establish a real-time compliance
infrastructure for the US investment subsidiary of a major European
bank. BPG also conducted a fixed income trading application review
to assess the benefits of moving to a new trading system for this
BPG was retained by the Chief Investment Officer and Chief Technology
Officer of one of the top global investment managers to assess the
requirements for implementing a world-wide equity investment strategy.
This included determining the scope of required business, systems,
compliance and operational enhancements needed to support their
far-reaching global expansion initiatives.
Implement Performance Attribution Applications
BPG was retained by a privately held asset manager to assess and
implement performance attribution applications for the firm's investment
managers. This company managed more than $20 billion in assets for
public funds, corporations and foundations. BPG was further retained
in a follow-on assignment to validate the accuracy and integrity
of an internally developed data warehousing solution supporting
investment management and client reporting.
Trading and Compliance System Analysis
BPG performed a detailed system analysis to recommend a fixed income
and short-term trading and compliance system for a specialist short-term
cash management firm in Boston.