Overview
Getting into the best bond deals requires data and efficient teamwork. Our ready-to-deploy solution aggregates deal data from all of your sources to give you a central, real-time view of the market. It integrates your analytics, compliance and trade systems to provide a unified, efficient environment for primary market investment process.
Embedded collaboration and workflow tools help traders, portfolio managers and analysts evaluate deals and request allocations quickly.
Key Features
“In today’s fast-paced bond syndication landscape, immediate and effective decisions are critical for asset managers. Fragmented new issuance data and diversified tools and workflows can complicate deal evaluation, causing delays, missed opportunities and potentially compliance infractions. Addressing these challenges, Primary Bond Issuance (PBI) provides a unified, compliant platform for traders, portfolio managers and analysts to collaborate. It consolidates issuance data and analytics to streamline deal monitoring and evaluation, to enhance deal participation and accelerate decision making.
PBI is a flexible and modular solution designed to fit into your existing workflow. It provides powerful features to streamline the syndication process and maximize deal participation, centered around 3 key pillars: Detect, Decide and Act.”
| Capability | Feature | Description | Details |
| Detect | Data Integration | Integrates with leading industry data providers like DirectBooks, S&P Global and Bloomberg | Ensures comprehensive and up-to-date information access, increasing potential investment opportunities. |
| Data Normalization | Applies normalization to ensure issuance data conforms to a consistent format | Simplifies data interpretation, reducing potential errors and increasing operational efficiency. | |
| Data Aggregation | Combines all issuance data into a centralized, single source of truth, from industry integrations or from flat files and copy-paste. | Provides streamlined, consolidated views of market data, enhancing efficiency. | |
| Decide | Collaborative Workflow | Connects portfolio managers, traders, and analysts within single application, providing all the necessary data and analytics for informed decision-making. | Enhances collaboration, speeds up decision making and allows global teams to work together more effectively. |
| Issue-specific Chatrooms | Facilitates collaboration through structured, audited and compliant Symphony chatrooms, with every conversation tied to a specific bond issue | Improves communication efficiency, strengthens compliance, and ensures traceability of decisions linked to particular issues. | |
| Internal System Integrations | Enables internal reference data and real-time analytics to be integrated into the workflow | Enables faster and centralized decision making. | |
| Act | Integration with Internal Compliance Systems | Integrates with platforms for efficient verification of order feasibility | Speeds up the trading process, ensuring all orders adhere to regulatory and internal guidelines. |
| Real-time Order Monitoring | Displays real-time fills, allowing users to track order progress | Facilitates immediate adjustments and decisions, enhancing efficiency of trading operations. | |
| OMS/EMS Integrations | Links with systems such as Bloomberg AIM and Charles River OMS | Streamlines order communications, reducing manual interventions and simplifying workflows. | |
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