Finadium understands that our clients increase revenues by focusing on strategic opportunities in the market. Our industry knowledge allows us to assess our clients’ positioning and competitive advantages in view of trends affecting their business. We help our clients take action through organic growth, acquisition, merger or strategic partnership. Recent clients have included:
For a Leading Mutual Fund Complex: Conducted a benchmarking study of securities lending and cash collateral management costs at the fund level, including differences in service levels and risk management. Results were used to assist the board's evaluation of fee options in the context of determining the balance most beneficial to fund shareholders.
For a Global Custodian: Developed a thought leadership paper on the future of securities lending for institutional clients.
For an International Financial Markets Trade Organization: Developed a thought leadership paper on the validity of short selling in financial markets. Results of the paper were submitted to the International Organization of Securities Commissions (IOSCO) and contributed to IOSCO's policy making in this area.
For a Global Technology Firm: Conducted a interview-based study of user needs and preference for a sophisticated derivatives reporting application.
For a Large Brokerage: Provided strategic planning, acquisition screening and due diligence for top management, including Board-level documentation. Our work resulted in three acquisitions and the development of one new organic business line.
For a Top Five Global Asset Management Firm: Developed a philosophy and actionable strategy for implementing a transaction cost analysis platform at trading desks in the US, Europe and Asia.
