INVESTMENT STRATEGY CONSTRUCTION & MANAGEMENT
FNZ deploys sophisticated modelling tools to portfolio and asset managers to enable construction and maintenance of multi-layered investment strategies, including both strategic and tactical asset allocations and investment building block allocation within single-strategy components.
REAL-TIME PORTFOLIO REPLICATION, TRADING AND REBALANCING
FNZ takes responsibility for replicating investment strategies across selected investor-level mandates using models. Algorithms are used to automatically adjust investment strategies to optimise investor tax, and take account of other investor constraints and preferences. This provides an optimal balance between professional investment management and bespoke investor requirements.
Investment strategies can be centrally traded and rebalanced on-demand on an on-going basis with all account-level replication fully automated. Sophisticated order management tools are provided to ensure efficient execution of aggregate trades generated across all underlying investors.
SEAMLESSLY CONNECTING INVESTORS WITH DISCRETIONARY ASSET MANAGERS
MANDATE CUSTOMISATION AND TAX OPTIMISATION
Sophisticated algorithms enable mandates to be automatically customised for client preferences and optimised for personal taxation, freeing the asset manager to focus on investment strategy.
OPEN-ARCHITECTURE BUILDING BLOCKS
A full range of asset building blocks are supported including equities (and other exchange traded securities), bonds, funds in all markets and currencies. A range of automated strategies are used to manage liquidity and parcel size restrictions for certain asset types.
Pre- and post- trade COMPLIANCE And monitoring
FNZ ensures that investor mandates remain compliant on both a pre and post trade basis, using automated pre-trade compliance verification and a post-trade continuous monitoring engine.
AGGREGATED ORDER MANAGEMENT
Discretionary asset management, at scale, can create very large individual order sizes and complex execution requirements. FNZ provides sophisticated aggregated order management tools to ensure best-in-class order execution.