Buy-side Perspectives Issue 17 | Page 18

FX Connect sees growing demand for FX execution automation A s the FX marketplace matures in the accessibility and transparency of currency pricing, the need to redefine and simplify workflows becomes paramount. The quality of electronic trading improvements has led to a bifurcation of trading requirements. On one end, high-touch orders requiring a significant amount of trader oversight have benefitted from enhancements in accessing market liquidity, often in conjunction with algorithms and/ or other active trading strategies. At the other end of the spectrum, low-touch orders, trades with a smaller nominal value, still make up a large part of daily execution needs. Within the context of these low- touch orders, market demand for intelligent execution strategies coupled with an increasingly high focus on the quality of execution have driven the case for automation within FX Connect. Managing low-touch orders inside an Execution Management System (EMS) such as FX Connect generally requires a similar level of detail to ensure best execution principles are met in the same capacity as high-touch orders, however, these smaller value deals can often comprise a substantial percentage of the overall daily execution blotter. This activity may detract a trader’s 18 attention from more pressing needs; other asset class activity, general market surveillance or directly managing more sensitive FX executions. Certainly, within the FX Connect platform, aggregating and netting currency exposure offers significant benefits to the asset owner and creates efficient execution pathways, but this opens up two interesting observations. First, and perhaps most importantly, what is the appropriate benchmark for any currency execution? Ideally, managing the execution at the point of incurring the FX liability is one thought process. If the FX execution can occur concurrently or just after the underlying security execution, an asset manager can reduce operational implementation shortfall and minimize volatility risk associated with waiting for a potential transaction opposite in direction and quantity. And this begets the second observation - does any trader have insight as to the certainty and timing of such potential transaction? This ‘operational implementation shortfall (OIS),’ defined as the opportunity cost incurred from the time of the security transaction completion to the arrival price on the FX Connect blotter, represents the target for automated workflows. The opportunity cost associated with OIS is equivalent to the uncompensated www.buysideintel.com Winter/Spring 2020