Strategic Exchanges connects innovative markets to a select group of service providers that place a strong emphasis on impacts of regulatory change. Each consortium member provides services that offer unique views and solutions to help financial institutions navigate the new mandates.
We cover all facets of a trade’s lifecycle.

Strategic Exchanges is your EYES and EARS in the Industry as seen from a neutral perspective. Our goal is to pass this understanding on to our clients to ensure the most effective and economically viable solution possible.

Investment Research, Strategic Planning

White papers, idea dinners, time-sensitive market commentary. From pre-trade macro research and thought leadership to research around strategic operational workflow analysis., Woodbine Associates and Balmoral Advisory.   Pendo Systems is gaining traction as financial institutions take a new look at their own data. How to access critical data hidden deep inside their own  internal data-bases.  Turning Legacy into Legendary is Pendo System’s key to moving forward as regulatory madness becomes a true reality.

We often engage George Bollenbacher from CMA, originally G.M. Bollenbacher and Co., Ltd to lead our roundtable discussions that focus on implementing processes and technology changes that must take place as the regulations hit specific areas of trade workflows.

Risk Management Solutions

Pre-trade scenario analysis and post trade scenario analysis from a country risk perspective is provided by Country Risk Solutions. Metrixx provides Market Physics Features, with their Market Physics Dashboard displaying vital Market Physics analytics for each market sector outlining the Fair Price, Value Area, Early Session Area, alongside standard market information over US and Global trading sessions.  Raise Partner provides Portfolio Optimization along with SEC, CFTC and FINRA mandated Stress Test tools.

Swaps*Hub provides price aggregation from SEFs, real time order, allocation and position management systems covering Interest Rate Swaps and Credit Default Swaps. io-works  provides simple FX liquidity price streams along with a direct API to post trade FX processing provided by Elysium Tech Group. Elysium has continued to expand  with a new roll out of their plug and play Dashboard that allows full control of post trade processes.

Legal Services

Regulatory Impact; SEC, CFTC and SEF Registrations, form PF filings. Laurence Associates, LLC assists with transactional counseling for users and vendors covering the acquisition, disposition and licensing of hardware and software, development projects, and related agreements.

Exchange Board Representation

Clearing Service and latest regulatory updates. Strategic Exchanges works closely with most clearing houses.