CAPITAL MANAGEMENT

 

Models exist behind every decision wealth and asset managers take.  The pricing models and trading strategies are central to capital management process but also represent challenges and risks to mitigate.

ECCM offers a variety of products and strategies that assist investors in managing a wide gamut of objectives, including downside-protection objectives, currency hedging, equity, fixed income and commodities, cryptocurrency strategies, and many others. 

As objectives can differ widely from one investor to the next, it is expected that the strategies and services may be customized on demand to achieve the target. ECCM capital management services include:

  • Evaluation of current client strategies, development, and integration of custom algorithms for specific markets to allow for:
    • New Alpha Generation Opportunities
    • Efficiency
    • Enhanced Risk Management Capability
    • Reporting
    • Quantitative expertise for new strategy development
  • Recommendation and solutions to improve ability to anticipate and manage systemic risk
  • Research expertise for particular areas of interest to identify new strategy ideas
  • Shadow portfolio monitoring to evaluate strategy candidates prior to integration
  • Calculations for missed trade opportunity costs in strategy evaluations
  • Trading Cost Analysis (TCA) evaluation
  • Customized review of strategies to increase execution efficiency, potential for higher returns, enhanced ability to take advantage of market conditions by shortening execution time, and improved risk management
  • Streamlining and automation of the processes that are  most prone to human error
  • Solutions to enhance transparency of the execution process
  • Design and analysis of Key Performance Indicators across strategies, actual and shadow portfolios to enhance reporting capabilities
  • New benchmarks design
  • Automated off-the-shelf and custom-build solutions to demonstrate best execution compliance
  • Automated off-the-shelf and custom-build solutions to support fiduciary obligation compliance
  • Smart contracts solutions to map IMA requirements to key risks and indicators for ongoing monitoring