More than just experts
Corporate & Investment Banking
At Equinox Consulting, we leverage our corporate and investment banking expertise not only to support these customers throughout their projects, but also to spark new ideas for their businesses. Our Front-to-Market Risk and Post-Trading Services are designed to meet this industry’s specific needs.
Front-to-Market Risk:
Equinox Consulting guides you in several project areas: value creation, organization, market and counterparty risk management and control, processes and systems definition and implementation
Equinox Consulting front-to-risk services are designed specifically to meet the needs of professionals in financial services, other services firms, and industry.
At Equinox Consulting, we draw upon our in-depth knowledge of your business and our quantitative and IT skills to help:
- Revenue-generating businesses like trading and sales
- Market and counterparty risk management functions
- Operational functions (like quantitative middle-office) that require a solid understanding of front-office processes
All Equinox Consulting services are covered, from operational strategy to implementation:
- Operational support plans to ensure that business goals are reached
- Assistance with setting and applying trading limits
- Development and implementation of pricing and market risk management software
- Organizational and process restructuring
Post-trading services: From innovation to change management, Equinox Consulting is there to help you design, create, and transform new business lines and products.
Equinox Consulting delivers proven expertise in investment banking and asset services, covering vital topics such as strategy, business development, new product development, restructuring, front-to-accounting processes, and market infrastructure. We have hands-on experience evaluating and responding to ever-changing market practices.
This experience and know-how enable us to keep pace with changes across a variety of businesses. We work hand-in-hand with industry professionals to develop new products and explore the most pressing issues:
- • European market watchdog overseeing transaction costs and items such as historical price data, hedge funds, and OTC trading
- • Execution (buy-side, sell-side) and unbundling (commission-sharing agreements)
- • Clearing: listed and OTC trades (CDSs)
- • Collateral management
- • Securities lending and borrowing
- Settlement and custody
- Transfer agents, liabilities managers, appraisers
- Cash and liquidity management
- Issuer services
- Middle- and back-office outsourcing
- Organizations and processes: a cross-functional service including certification programs for post-market functions and process audits (key processes and performance indicators)
Front-to-risk: sample projects
* Equinox Consulting works with customers to implement a front-to-risk operational model covering:
- The front, quantitative middle, and risk (market risk and counterparty risk) functions and the associated structures and processes
- A variety of asset classes: interest rate, credit, inflation, equity, commodities
- Issues related to shared services and outsourcing
- Market-leading business software such as Summit, Murex, Calypso, Sophis, and Openlink
* We have helped numerous asset managers and private banks upgrade their execution models and carry out unbundling (commission-sharing agreements)
- Opportunities to optimize execution systems: streamlining the broker/counterparty network; unbundling (CSAs) for cash equity; restructuring and pooling execution tables; performance monitoring (order types, benchmarks, and best execution reports)
- Unbundling: selecting CSA brokers; developing operational, legal, and tax frameworks; outlining processes to manage research budgets
Post-trading services: sample projects
* Equinox Consulting worked with a major European clearinghouse to build a new CDS clearing service
- CDS market research (products, volumes, recent developments) and competitor analysis
- Design of business models case studies, including pricing
- Assistance designing operational and risk models
- Implementation scenarios, recommendations, and suggested project organizations
* We also worked with Europe’s leading securities services provider to design and implement a collateral management system
- Survey of existing collateral management systems (corporate and investment banks, asset managers, custodians, tri-party agents)
- Project specifications: goals and expected benefits, operational models (risk and prudential rule models, macro-processes, and functional architecture) and project organization
- Implementation support: business requirements, risk models, prime contractor for software and processes, software selection, prototype development, and sub-project management (operations, IT, legal, risk)
Sample projects
Our customers :
Asset managers, private banks, brokers, securities professionals, investment banks, and market infrastructure operators (exchanges and clearinghouses)