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 vendor selection and monitoring, organic growth and strategic partnerships.
For a Global Technology Firm:
Built the business case for a proof of concept on blockchain technology for securities settlements.
For Leading Insurance Companies:
Conducted a collateral management needs assessment and RFP for selecting a new collateral technology vendor.
For a Global Bank:
Ran a year long project to optimize DTCC 15c3-3 reporting and operations.
For a Central Counterparty (CCP):
Conducted multiple strategic and market outreach activities to support the development of Repo CCP access for buy-side clients.
For a Global Bank:
Conducted validation of a risk model including diversified corporate bond holdings.
For a Global Custodian:
Conducted a broad-based market analysis on the future of collateral and liquidity services.
For a Global Exchange Complex:
Part of the marketing and product development team for a new exchange-traded funding contract.
For Major US Pension Plans and Mutual Funds:
We are the securities lending consultant to multiple buy-side firms in North America and Europe. We provide quarterly and annual risk management and benchmarking on securities lending, collateral management, cash management and custody programs. Results delivered online and in person to senior executives and Boards.
For Leading Mutual Fund Complexes:
Conducted RFPs to select a new securities lending provider for equities and fixed income.
For a Global Technology Firm:
Conducted an analysis of strengths, weaknesses and market positioning in the collateral trading space.
For a Global Technology Firm:
Conducted a market-wide analysis of securities finance technology utilization, best practices and product development needs.