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This workflow template illustrates the development, confirmation and execution of large-scale trades, including initial trade research, funding, booking and trade scale up/down (based on initial performance). Purchase and download this template in PDF, PowerPoint (PPT) and Visio (VSD) formats. You can customize it to fit your own organization, or simply use it to better understand the Trade Execution process.Download a Free Sample of this Workflow Template
What is included in the Trade Execution process?
Trade Execution refers to a set of work activities aimed at researching, capturing, filling, monitoring and adjusting trades and trade positions. Initial research is performed by portfolio managers, their teams (investment analysts or associates) and trading counterparties. Once they have reached a consensus on the details of the transaction, they pass the information off to the middle/back office (trade operations and support) for completion. After the trade has been booked and executed, portfolio managers and their teams review the performance of the transaction and scale the position up or down based on the performance data they are seeing.
Which KPIs, or metrics, are typically used to measure this process?
The following metrics may be used to measure the Trade Execution process:
Which employees and/or departments are involved in this process?
The following parties are typically involved in the Trade Execution process:
What is the purpose of these workflow templates?
Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.
How are these workflow templates created?
These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.
How do I download a workflow template?
Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the workflow template in PDF, PowerPoint (PPT) and Visio (VSD) file formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.