The document outlines the trade flow process for facilitating best execution while mitigating risks. It includes stages such as origination, execution, and settlement, detailing the systems and tools used at each stage.
documents/vol00010-efta01370448-pdf.pdf
{"title":"Investment Process: Investing and Portfolio Monitoring","document_date":"March 2018","document_type":"tabular","document_subtype":"process documentation","key_organizations":["PIVOT","US Bank","Bloomberg","ClearPar"],"reference_numbers":["DB-SDNY-0063256","SDNY_GM_00209440","EFTA01370448"]}