Foreside // Investment Company Services // Benchmarking Products

Benchmarking Products — Foreign Exchange

Together with an established European service provider, Amaces, we offer a foreign exchange rate benchmarking service.

Together with our partner, we have developed an analytical benchmarking product that takes a periodic, standardized data feed of FX trades including trade date, currency pairs and rates from your service provider and then benchmarks these rates against a peer universe.

The principal objectives of this program are as follows:

  • To provide an objective and analytical way of tracking the FX counterparty’s performance. This provides early identification of trends and exceptions.
  • Allow comparative benchmarking and analysis of rates which allows each client to compare the service they received with a universe of other peers.

Managers have to give permission to their Administrator/Accountant to provide the FX data to us. Currently our partner has live links with most of the major custodians and fund accountants.

Managers are able to view their periodic (usually monthly or quarterly) reports through a secure website and we provide back-up analysis and review if its required.

Reports can be downloaded in .pdf or .doc format for further analysis or inclusion into internal reports. We can also provide access to an online 'report writer' that enables additional analysis, such as comparisons to different client universes or report customization.

For further information on this service, please contact:
Simon D. Collier vCard SIMON D. COLLIER
President and Partner, Foreside Financial Group, LLC

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