>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> TRADE ORDER MANAGEMENT SOLUTIONS (TOMS) A Bloomberg Trading Solutions Offering BE AGILE
EXPAND YOUR REACH Bloomberg Trading Solutions delivers front-end portfolio, inventory, sales and trading, and middle and back office operations solutions. With these solutions, buy-side and sell-side firms gain unrivaled agility to respond to their changing business needs, and market regulations and innovations. Fully integrated with the Bloomberg Professional service, Bloomberg Trading Solutions provides access to unmatched analytics, data, news and the largest financial network, supported by Bloomberg global customer service at the local level. CONTENTS 02 TRADE ORDER MANAGEMENT SOLUTIONS 04 OPTIMIZE YOUR WORKFLOW 05 INCREASE GLOBAL DISTRIBUTION TO THE MARKETS 06 MANAGE RISK AND COMPLIANCE 07 IMPROVE OPERATIONAL EFFICIENCY
BUY-SIDE AND SELL-SIDE FIRMS GAIN UNRIVALED AGILITY TO RESPOND TO CHANGING BUSINESS NEEDS AND MARKET REGULATIONS & INNOVATIONS
TRADE ORDER MANAGEMENT SOLUTIONS GLOBAL, MULTI-ASSET SOLUTIONS FOR SELL-SIDE FIXED INCOME FIRMS Whether you re a trader, compliance manager, or IT manager, you face the challenge of doing your job in the most efficient way possible. You need sell-side solutions that help you generate revenue, attain best execution, manage risk and compliance and deliver the best technology solution. Bloomberg provides solutions to meet those needs. Leverage the largest financial network in the world For sell-side fixed income firms, Bloomberg Trade Order Management Solutions (TOMS) delivers global, multiasset solutions for front-end inventory, trading and middle and back office operations. TOMS enables you to manage inventory, market making, risk, P&L and straight-through processing in a fully customizable workflow. With TOMS, you can optimize your workflow, increase global distribution to the markets, manage risk and compliance and improve operational efficiency. TOMS optimizes your workflow for the entire firm. The front office gains a multi-asset system with workflows designed specifically for traders and salespeople. The middle office receives trade processing solutions and the ability to manage regulatory connections. The back office gains integration with third-party back offices and the downstream systems.
TOMS is fully integrated with the Bloomberg Professional service, so you can take greater advantage of easy access to Bloomberg business and financial news, data, and analytics To increase global distribution to the markets, you can capitalize on the Bloomberg financial community. Integrate all of your offices on the same platform and reach your c urrent and prospective customers in all corners of the globe. With TOMS, you leverage the largest financial network in the world. With the TOMS suite of analytics and reporting solutions, you can better manage risk and compliance. TOMS also improves operational efficiency by automating processes to achieve straight-through processing. Bloomberg delivers TOMS on a hosted platform for flexibility and scalability because markets evolve and your needs change. It eliminates the need to have dedicated workstations or servers on your premises, so you can lower your total cost of ownership. We take on the burden of keeping up with the costs of development inherent with changing markets, instruments, and technologies, such as infrastructure build-outs, version upgrades, data sourcing, continual tuning and system maintenance. BLOOMBERG TRADE ORDER MANAGEMENT SYSTEM 02 // 03
OPTIMIZE YOUR WORKFLOW TOOLS FOR SALES, TRADING AND OPERATIONS Bloomberg recognizes that traders, salespeople, middle office professionals and administrators all have very different needs. TOMS provides a single workspace customized for individual users to optimize your workflow. Users have the flexibility to define and change display options based on their individual needs. TOMS also provides intuitive navigation, real-time monitoring, and customizable-user reports. TOMS FOR TRADERS: Build custom formulas, columns and alerts to display key data elements that are most critical to your workflow Create strategies and view historical performance Gain better transparency into P&L logic with more flexibility in P&L reporting TOMS FOR SALES: Create trade ideas and strategies, and shop them to customers View real-time and historical commission reports Search custom inventory Receive corporate action alerts on customer portfolios TOMS FOR MIDDLE OFFICE: Access a central blotter with trades, summary views, and ticket-matching features Confirm and allocate customer block trades with post-trade processing tools Manage compliance and regulatory summary on a custom middle-office dashboard TOMS FOR ADMIN: Easily view and create trading inventories, sales blotters and user privileging with an intuitive administrative set-up wizard, books, users and hierarchies with the consolidation of 160 TOMS administrative applications SELL-SIDE SOLUTIONS
INCREASE GLOBAL DISTRIBUTION TO THE MARKETS CONNECT TO EXCHANGES AND DIVERSE LIQUIDITY POOLS With TOMS, you can capitalize on the largest network of buy-side and sell-side investors, including your customers who already rely on the Bloomberg Professional service. Use advanced pricing tools to generate and distribute quotes to the global markets, many already pre-integrated into TOMS. Access the TOMS Pricing Engine, which supports a wide range of asset classes and pricing models, and is supported by a customizable user interface Create auto-routing rules and manage inquiries on a consolidated order management blotter or configurable trader pop-up Leverage the Bloomberg Fixed Income Trading platforms to ensure a seamless workflow for electronic and voice trades Connect to a variety of pre-integrated cash (D2D or D2C) markets and electronic trading platforms TOMS CONNECTIVITY TOMS BLOOMBERG FIXED INCOME TRADING BROKER MARKETS ELECTRONIC TRADING PLATFORMS EXCHANGE CONNECTIVITY ORDER MANAGEMENT AUTO-ROUTING RULES BLOOMBERG TRADE ORDER MANAGEMENT SYSTEM 04 // 05
MANAGE RISK AND COMPLIANCE TRACK FIRM-WIDE POSITIONS AND ORDER HISTORY TOMS provides a full range of solutions for managing market, credit and counterparty risk. It also supports regulatory and firm compliance requirements with reporting and real-time monitoring, which show the status of all reportable trades, including automated reporting. Increase visibility throughout your firm with easy access to real-time P&L and sophisticated risk management tools and analytics, including an aggregate view of enterprise risk Run what-if scenario analysis on trader inventory for better decision making Strengthen your oversight efforts to better manage counterparty risk, prevent trading errors and ensure users are abiding by firm-wide compliance policies Gain easy access to reporting for many global regulators, including TRACE, MSRB, LSE and others Capitalize on TOMS real-time monitoring capabilities to show the status of all reportable trades REAL-TIME REGULATORY REPORTING LSE TOMS TRACE TRACE MSRB
IMPROVE OPERATIONAL EFFICIENCY SEAMLESS WORKFLOW FOR STRAIGHT THROUGH PROCESSING TOMS INTEGRATION THIRD- PARTY PROVIDERS AUTOMATION AND ALLOCATION TOMS TRACE TRADING SYSTEMS FEEDS AGGREGATE ORDER AND INQUIRIES TOMS improves firm-wide operational efficiency through seamless workflow and pre-integration with the Bloomberg Professional service, Bloomberg Fixed Income Trading Platforms and post-trade matching facilities to achieve straight through processing. Integrate with third-party providers for best-of-breed solutions Automate trading system feeds, both inbound and outbound Execute your electronic trades faster and avoid double entry with pre-integration to TOMS On-board new users, access new asset classes and enter new markets quickly Aggregate orders and inquiries from sales desks and electronic trading platforms Automate the matching, confirmation, and allocation process with the buy-side BLOOMBERG TRADE ORDER MANAGEMENT SYSTEM 06 // 07
ABOUT BLOOMBERG Bloomberg is the world s most trusted source of information for financial professionals and businesses. Combining innovative technology with unmatched analtyics, data, news and tools, Bloomberg delivers critical information via the Bloomberg Professsional service and multimedia platforms. Bloomberg Enterprise Products and Solutions provides leaders in corporations, finance and government with a dynamic network that allows them to access, integrate, distribute, and manage information and technology across organizations more efficiently and effectively. 08 // 09 BLOOMBERG TRADE ORDER MANAGEMENT SOLUTIONS
////////////////////////////////////////////////////////////////////// Bloomberg Trading Solutions and TOMS not only help address the needs you have today, but also prepare you for those to come. To learn more, email our TOMS team at tomsb@bloomberg.net ////////////////////////////////////////////////////////////////////// BEIJING +86 10 6649 7500 DUBAI +971 4 364 1000 FRANKFURT +49 69 9204 1210 HONG KONG +852 2977 6000 LONDON +44 20 7330 7500 MUMBAI +91 22 6120 3600 NEW YORK +1 212 318 2000 SAN FRANCISCO +1 415 912 2960 SÃO PAULO +55 11 3048 4500 SINGAPORE +65 6212 1000 SYDNEY +61 2 9777 8600 TOKYO +81 3 3201 8900 2013 Bloomberg L.P. All rights reserved. 53678500 0513