Client Webinar: Building the Buy-side Portfolio Finance Desk

February 12, 2025
10AM New York / 3PM London / 4PM Paris/Frankfurt

Join Finadium for a how-to discussion on building a portfolio finance desk for buy-side investors. Firms previously considered long-only as well as hedge funds are working on building out their capabilities to manage more of their financing activities. This can cover securities lending, repo, OTC derivatives, exchange-trade Total Return Futures and other collateral-based and leveraged products. We will discuss what objectives make the most sense for buy-side organizations and how to achieve these goals.

This program is open to all Finadium subscribers.

Discussion topics include:

– Daily functions of buy-side portfolio finance desks
– How this is different from traditional finance departments
– Building the business case, from returns to organizational efficiency
– What products are covered
– Who owns legal agreements
– Performance evaluation and benchmarking
– Data for securities lending, repo and OTC derivatives optimization management
– Managing through human resource constraints
– Recent Finadium data on desk growth at traditional asset managers and pensions
– What else can portfolio finance desks support: credit risk management, peer to peer and being your own bank
– Other resources for buy-side desk practitioners