TOPICS COVERED

​Ergo Consultancy projects
  • Outsourced Trading Beauty Parades
  • Turn-key in house Trading Desk builds
  • Emergency Trading Desk Cover
  • Transaction Reporting – confirming Accuracy
  • Separating Portfolio Management from Execution
  • Outsourcing of Middle and Back Office operations
  • Improving Alpha in the Portfolio Management process
  • System and Vendor selection
  • Best Execution – policy and process
  • Non-Exec Best Execution committee input
 
Ergo “Best of Breed” solutions
  • Reconciling Transaction Reporting – assured Completeness
  • Outsourced Compliance
  • Outsourced COO
  • Usable & Value-Added TCA
  • Fund solutions including Fixed Income & FX
  • Fix connectivity
  
In conjunction with our partners we also deliver:
  • Complete regulatory reviews for Hedge Funds and Asset Managers
  • Procedures, manuals and systems
  • Benchmarking studies/departmental reviews
  • On-going compliance monitoring
  • Skilled Persons Reports (S166)