Trade Cost AnalysisZeno provides Fund fiduciaries with comprehensive coverage of their managers’ trading activity through multi-asset class TCA. These services cover equities, foreign exchange, and fixed income.
Zeno’s FX Monitor service provides fund fiduciaries with an accurate quantitative assessment of their managers’ foreign currency transactions. This service includes analysis of counterparties (both custodial bank and investment managers), negotiated and non-negotiated currency transaction costs, and currency pairs. FX Monitor includes detailed consulting to help conduct follow-up on cost outliers and address potential trading abuses.
FX FIDUCIARY REVIEW
Zeno’s FX Fiduciary Review service is designed to assist asset owners in collecting empirical information regarding the manager’s strategic approach for trading foreign exchange. This service helps evaluate the adequacy of each manager’s FX operations, including their structure, process, and policies. The analysis provides critical due diligence for global manager searches and on-going oversight. When used in conjunction with the FX Monitor, the combined services further help identify those areas where the managers’ approach delivers best execution, and where additional focus is needed.
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