[Webinar] - Using RPA to Accelerate the Benefits from Shared Services
Point Nine Marketing Presentation
1. Strictly private and confidential
POINTNINE
“Trade & Forget”: Comprehensive Middle & Back Office Solutions
2. What do we do for our clients?
Done a trade? Point Nine does everything else
Fund
Manager
Consolidated Complete
Reporting Settlements Prime-Broker
Counterparty Services
/ Custodian
Automatic
Reconciliation Manual
of Positions Intervention
Provide
Settlement
Systems &
Technology
Fund Data
Administrator Providers
3. Why Point Nine?
Robust service built on cutting-edge technology
Nominated by ICFA Award for most
bulge-bracket bank Innovative Products;
for award for least Special Commendation at
number of breaks Funds Europe Award for
Award Winning Service ‘Best Middle & Back Office’
Track record of Decades of experience
Management
delivering for blue-chip in technology, trading
Technology
Credibility
clientele and bulge- & structuring of
bracket Prime Brokers financial products
‘If it can be automated then we
will automate it.’ The foundation
of Point Nine’s cost-effective &
dynamic business model
All our business comes through referrals from existing relationships
4. Distinguished track record
Case studies: why clients chose Point Nine
Attractive Pricing & Dynamic Management
Client: An Equities fund, with US$ 1 billion of Assets Under Management, needed a provider who met their cost criteria but also had substantial
operational flexibility to engage with them on a number of sensitive issues prior to finalising the contract.
Point Nine: Our partnership management structure allows us to accommodate clients in a nimble, flexible and engaging manner, that was unavailable
from our peers, as we demonstrated in winning with this demanding, unconventional project. References available on request.
Execution Speed & Complex Products
Client: A Blue-chip UK asset manager, established around 1870, with Assets Under Management of close to £100 billion, required a middle office
provider to support Alternative Investments Fund which deals in complex products. The client wanted robust and scalable technology that will allow
them to grow without increasing manual interventions. Client also needed a solution delivered within three months.
Point Nine: A Tier I Investment Bank recommended Point Nine as the only firm capable of meeting specified requirements on schedule. Point Nine
delivered services to Alternative Investments Fund in three months at a better price than all the other vendors. References available on request.
Non-conventional Product Requests
Client: Major Swiss fund, established in 1992, with Assets Under Management over US$ 8 billion, required a solution that allowed them to book and
monitor non-conventional assets – specifically real assets. The fund owned various types of real assets in different locations and wished to record all
discrete cash-flows in and out of the asset and produce analytics and risk reports similar to those produced for a bond or equity portfolio.
Point Nine: After exhausting the options offered by major technology providers, the client turned to Point Nine. We delivered a bespoke, completely
automated system, within budget, that ‘exceeded’ their requirements, within the four months. References available on request.
Broadest Spectrum of Products
Client: A new hedge fund focused upon the trading of loans was set up last year, which required full Loan operations and settlements services. No other
major provider was capable of delivering integrated Loan settlements services customised to their detailed requirements.
Point Nine: A Bulge-Bracket Bank introduced Point Nine as the only provider capable of delivering a solution. Our technology platform and management
experience allowed us to deliver a comprehensive, tailored, loan settlements solution. References available on request.
5. Legal
Copyright & Disclaimer
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