About Implementation


A financial portfolio execution strategy is designed to manage the buying and selling of assets in a portfolio in order to achieve a specific investment objective. When implemented correctly, such a strategy can provide several benefits, such as:

However, there are also potential problems that can arise when implementing a financial portfolio execution strategy, such as:

A strategy that could be implemented as a user story might be as follows:

As a portfolio manager, I want to implement an automated portfolio execution strategy that will help me to achieve my investment objectives by buying and selling assets in my portfolio based on predefined rules and criteria.

A) Automation and Triggers:

B) Actions and Preferences:

C) Modifications due to a new trigger or human intervention due to market events unseen by a machine:

Overall, the key is to have a robust and flexible strategy that can adapt to changing market conditions and unexpected events while being able to execute trades in an efficient and cost-effective manner.

Why select one vendor over another?

Functional Gap

The portfolio may have a portfolio rebalancing workflow where one system such as EzeEclipse executes the rebalancing with math that is consistent with the portfolios current method. A system such as Enfusion may have the data available to execute the allocations but the calculations to apply those allocations are not available. Enfusion could charge customers to implement the math required but there is a delay due to programming availability.

Support Gap

End of month fund administrator balancing processes may require additional hand-holding due to file receipt and consumption for reporting.