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OUTSOURCED TRADING SOLUTIONS

TRUSTED TRADING PARTNER

Clients consistently discover the CF Global outsourced partnership delivers a combination of professional service with quantifiable bottom-line results that allows them to focus on their core investment management process.

Connection to CF Global unlocks a compelling proposition: Flexible workflow mapped to client specifications. An experienced global trading team with a demonstrable track record. Broker-neutral execution that supports best ex. Evidence-based analysis, detailed governance, proactive settlement support.

Global Execution Services

CF Global offers institutional asset managers a range of hybrid and fully outsourced solutions. Each is highly customizable and come with a suite of features to improve operational efficiency, achieve better outcomes or meet a unique trading goal.

Outsourcing Options

CF Global offers flexible trading solutions because every asset manager’s requirements are different.
Some want the overall stewardship of a fully outsourced global solution. Others choose a ‘hybrid’ model, extending the dealing footprint of their central desk into other time zones while avoiding operational risk and costs. Some want support for a lean internal team, as holiday cover or a liquidity channel to niche brokers.

Institutional Workflow

From pre-trade compliance checks and trade optimisation tools through to post-trade regulatory reporting, clients leverage with CF Global the infrastructure, systems, experience and data management of an established, institutional trading desk. Orders hit our global blotter for immediate monitoring by traders who execute with discretion or to accommodate specific client instructions.

Global Broker Network and Electronic Destinations

Over time we've built a network of 330+ brokers and 50+ electronic destinations both dark and lit, including systematic internalisers, sell-side algorithms and cash desks. As funds cut their lists, we're doing the opposite, so clients can access liquidity across 62 markets without having to maintain their own connections.

Data-Driven Governance & TCA

We step past tick-box TCA to analyse trends alongside our clients so that they can demonstrate a ‘feedback loop’ as we look for ways to improve the execution process – a regulatory imperative. Ask us about how we support investor due diligence.

Post-Trade Services and Support

Services include electronically matching trades, uploading custodian files and pre-matching orders. A single settlement and reconciliation contact at CF Global simplifies communication between the fund and counterparty back office staff. Our global operations team embeds in the operations process as much as a fund wishes, reflecting trust in our team to manage a customer’s post-trade procedure correctly.

Our Services Include

Compliance Controls

CF Global demonstrates robust regulatory compliance through a sound internal program as well as oversight by external consultants. Compliance functions are performed locally in each region, and include MAR and AML checks.

Regulatory Reporting

CF Global is subject to regulatory controls in each of our operating regions. We handle both RTS 28 and assisted transaction reporting for asset managers with MiFID II obligations.

Commission Management Services

We’ve managed broker commission payment pools such as CSA’s for global clients for more than 18 years, helping clients simplify process and save time. For asset managers that need to demonstrate MiFID II separation of payment for research from payment for execution, we’re an FCA-authorised RPA administrator.

Client SLA

Our Service Level Agreement sets out detailed protocols that cover the entire trade life cycle, from order transmission through to reconciliation and management reporting. The framework underpins clear communication in genuine partnership as part of a regular review program.

See what outsourcing can do for you

If you have a more detailed inquiry, please contact us here