Buyside automation - An oxymoron
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Presentation discussing the state of automation for the buyside and where the future might lie
![Buyside Automation An oxymoron? John Wilson Partner, Folio Partners [email_address]](https://image.slidesharecdn.com/buyside-automation-an-oxymoron-13014/85/buyside-automation-an-oxymoron-1-320.jpg)
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Buyside automation - An oxymoron
- 1. Buyside Automation An oxymoron? John Wilson Partner, Folio Partners [email_address]
- 5. Alternative Investment Market AIF $1.26tn in 2005 (20% growth) v ETFs$487bn (16.7% growth) Source: Watson Wyatt
- 8. The Dream Investment Process Settlement & Accounting ETC / ETS Order Generation Pre-Trade Compliance Decision Support Price Discovery Auto Execution Auto Recs Performance Attribution Portfolio Valuation Order Management Client Reporting
- 10. Automation reality - Equities Bars indicate relative automation levels Order Generation Pre-Trade Compliance Decision Support ETC / ETS Auto Execution Settlement & Accounting Auto Recs Portfolio Valuation Price Discovery Performance Attribution Order Management
- 11. Automation reality - Bonds Order Generation Pre-Trade Compliance Decision Support ETC / ETS Auto Execution Settlement & Accounting Auto Recs Portfolio Valuation Price Discovery Performance Attribution Order Management
- 12. Automation reality - ETD Order Generation Pre-Trade Compliance Decision Support ETC / ETS Auto Execution Settlement & Accounting Auto Recs Portfolio Valuation Price Discovery Performance Attribution Order Management
- 13. Automation reality - OTC Order Generation Pre-Trade Compliance Decision Support ETC / ETS Auto Execution Settlement & Accounting Auto Recs Portfolio Valuation Price Discovery Performance Attribution Order Management
- 15. Buyside spending IT Budgets Expenditure is attempting to buttress old applications whilst trying to shoehorn new instruments into the environment
- 17. Progress towards automation Scary place Uncoordinated, manual Infrastructure, a lways involving Microsoft Office, especially Excel More Efficient but shaky Tactical IT infrastructure with limited automation Managed and consolidated IT infrastructure with some automation. Hard to add instrument deviations Processes substantially automated and dynamically adapt for new instruments Business Enabler Strategic Destination
- 19. Instrument profile OTC Equities Bonds ETD
- 20. Automation opportunities Data Marts Business Processing Client Teams Corporate Actions/ Voting Client Reporting/ Performance Transition Management Data Management Compliance Research Consumption Modelling Transactions Middle Office Front Office Back Office
- 21. What’s our anticipated solution? Components accessed singly or collectively, in multi-tenanted environment Subscription based SAAS offerings Browser based
- 23. Support & Upgrades Hosted Online Infrastructure Integrated Tools & Data
- 28. The contrast Integrated components Better support + upgrade ease Configured facilities Remotely accessed Less infrastructure Multi-tenant offerings Silo applications In-house devised data marts Single Site Installed apps Challenging integration IT hardware infrastructure 2008 2005
- 29. The Fund Manager of the Future Location of infrastructure will become an irrelevance to users Clients Fund Managers “ Markets” Policy News Modelling Rebalance Transactions CRM Funding Portfolio records Reporting News Research Market data Markets Performance