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Measure, Improve, Evolve.
Enhancing Strategy and Performance
Maximizing Returns from Operational Infrastructure
Planning and Implementing the Right Technology
Engineering Competitiveness Front to Back
Compliance and Operational Risk Reduction
Adapting to Customer Demands and Market Trends

Leading Edge

Results

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 insurance company.

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 Implementation
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 subsidiary.

Requirements Assessment
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.