Asset and Investment Manager

Manage Portfolio and Risk

• Benchmarking, rebalancing and scenario analysis tools

• Decision support and portfolio management

Optimize Workflow

• Customizable workspace

• Order and execution management solutions

• Electronic trading with Bloomberg Fixed Income Trading (FIT), Foreign Exchange Electronic Trading (FXET) and third-party electronic execution platforms

• Execution management solutions with the ability to route to more than 2,300 equity destinations, including DMA and dark pools

Enhance Compliance

• Pre-trade, post-execution and end-of-day compliance

• Advanced compliance rule building, reporting and complete audit history

• Scalability to support high volumes of trades, compliance rules, accounts and account groups

Lower Operational Risk

• Post-trade matching, settlement and reconciliation

• Portfolio accounting

• Performance measurement

• Data aggregation and reporting

Global Multi-Asset Coverage

• U.S. and international equities

• Fixed income

• FX

• Listed equity options

• Futures

• OTC derivatives