People in The Trade

Flying high in the face of adversity

The unprecedented cost pressures faced by institutional investors has prompted greater demand for new and innovative services from technology vendors, says Megan Costello, the recently appointed president of Fidessa’s US buy-side business.

Costello was promoted to her new role on 2 August having previously been responsible for the technology vendor’s buy-side client services. Prior to joining Fidessa, she was executive director of global integration at back-office processing solutions firm Omgeo.

In her new position, Costello plans to use Fidessa’s existing capabilities – such as the firm’s global broker network, access to liquidity, proprietary data centres and sell-side expertise – to help meet the buy-side’s rapidly evolving needs.

“Portfolios are getting more complex: all buy-sides are multi-asset class and the advantages of multi-asset trading are clear,” says Costello, adding that globalisation and diminishing investment returns in western markets are also leading the buy-side further afield. “A diversified portfolio offers both significant speculative and hedging opportunities and many asset managers are keen to exploit the benefits of incorporating several instrument types into a single order.”

While the equity markets have led the way in electronic trading, new regulations – such as Basel III, MiFID II and the Dodd-Frank Act – will reform fixed income and OTC derivatives market, leading the buy-side to reevaluate their trading processes and counterparts.

To help meet these needs, firms that provide technology solutions for the buy-side need to ensure they have a broad connectivity network to help connect investors to a diverse array of counterparts across the globe.

The need for speed 

But it is not just the quality and breadth of connectivity that the buy-side craves, asserts Costello, it is also the speed at which new services can be delivered – an issue that she says Fidessa has paid a lot of attention to, especially for the Buy-Side Workstation, its broker-neutral execution management system.

“Innovation no longer counts for much if there is a delay while connectivity is arranged,” suggests Costello. “In a market where opportunities are lost in three minutes, a three-month period to build and test the underlying connectivity arrangements is fatal. Buy-side firms are increasingly demanding instant access to new strategies.”

Systems also play a key role in onboarding trading partners. The addition of new counterparts requires the evaluation of the services they offer, calling for the standardisation of real-time and post-trade transaction cost analysis and information of execution costs, says Costello.

But institutional investors’ desire for technology services that meet the multi-asset revolution has been disrupted by a continued need to drive costs down and comply with the raft of new rules that are steadily being introduced.

“We have seen buy-side clients look towards regulation on compliance and pre-trade automation in particular, which we believe will continue to be an area of focus as clients are pressed to show active management of their compliance obligations,” says Costello. “ Furthermore, fees are lower, the asset base squeezed and revenues are tight, so it’s clear the buy-side firms must be prepared for unprecedented rates of change in order to be successful.”

One way that asset managers can minimise expenditure, she says, is to consider outsourcing aspects of their technology infrastructure, helping them to avoid expensive maintenance costs. The number of clients opting for outsourced solutions is growing, notes Costello, a theme she expects to continue in the coming years.

Anish Puaar +44 (0)20 7397 3817 anish.puaar@thetrade.ltd.uk