Case Study
Investment Firm Improves Customer Satisfaction And Trade Execution
WWW.CORVIL.COM © 2 0 1 9 C O R V I L LT D . Corvil is a registered trademark of Corvil Ltd. CSS-190417 SUCCESS STORY INVESTMENT FIRM IMPROVES CUSTOMER SATISFACTION AND TRADE EXECUTION $15B+ AGGREGATE GROSS MARKET VALUE OVERSEEN 50+ PORTFOLIO MANAGEMENT TEAMS U.S. INVESTMENT FIRM PROVIDES MULTI-MANAGER INVESTMENT PLATFORM FOR DIVERSE TRADING STRATEGIES CHALLENGE Obtaining Additional Insight to Optimize Multi-Manager Platform The firm’s ability to assure and improve services for portfolio managers while rapidly expanding across asset classes and trading venues was constrained by: • Inadequate insight to assess and manage growing number of prime-brokers for optimal cost performance across different portfolio teams • Lengthy, inconclusive responsiveness to portfolio managers regard