Buy Side Participants

Buy-side participants of all sizes can leverage Theorem’s expertise, scalability, and operational efficiency by using our integrated Post-Trade Solutions Modules to manage their post-trade activities. Alternatively, businesses that are short on time or staffing can utilize our Fully Managed Services, allowing them the time and freedom to concentrate on their primary investment activities.

Efficient post-trade management is critical for successful operations, as CTAs often execute significant trade volumes. Theorem’s post-trade management systems and services offer tremendous benefits to CTAs through:

  • Improved operational efficiency
  • Accelerated settlement processes
  • Enhanced risk management
  • Robust reporting and analytics
  • Scalability and growth
  • Regulatory compliance

Our scalable systems provide the ideal foundation for future growth.

Commodity merchants operate within complex markets involving multiple counterparties, contracts, logistics, and large data sets. They require robust reporting to make the most informed decisions. Theorem’s Reporting capabilities, including data aggregation and normalization, offer significant benefits to commodity merchants, including:

  • Comprehensive data analysis
  • Counterparty and customer reporting
  • Risk management
  • Regulatory compliance
  • Operational Efficiency
  • Transparency

These reporting features help to streamline commodity trading operations, making them more efficient and profitable.

Executing significant volume across asset classes and markets requires efficient trade matching for hedge funds to ensure accurate and timely settlement, reduce operational risk, and optimize strategies. Theorem's Trade Matching Solution offers:

  • Efficient trade confirmation
  • Timely trade settlement & reconciliation
  • Enhanced risk mitigation
  • Straight-through processing (STP)
  • Counterparty relationship management
  • Reporting and compliance

In addition, Theorem's agile Trade Matching Solution handles changes in file formats, new brokers, and new trading products, preventing broken trades or costly code changes.

Allocating capital to diversified investment managers across strategies and asset classes quickly becomes complex and requires consolidated processing. Theorem’s Post-Trade Management solutions provide:

  • Consolidated trade processing
  • Unified reporting
  • Enhanced risk mitigation
  • Compliance & regulatory support
  • Operational efficiency
  • Scalability

Using our Post Trade solutions and services, multi-manager funds can enhance operations, maximize portfolio performance, comply with regulatory requirements, and effectively manage risk.

Access that's Tailored to Your Needs

Buy-side firms can access Theorem's product suite through a software-as-a-service model with full deployment, including our Workflow and Reporting solutions, or select the module that's best suited for their business.

Alternatively, bolster your operations with dedicated third-party support through Theorem's Managed Services offering.

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Let’s discuss how we can help develop a comprehensive post-trade program to suit your needs.