Algorithmic Trading Toolkit

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Support the review of trading strategies and order information for a variety of instruments and markets as High Frequency Trading, Algorithmic Trading, statistical arbitrage, correlation trading, and volatility trading.

More Uses of the Algorithmic Trading Toolkit:

  • Contribute to transaction Cost Analysis process and use data to provide insights which lead to actions that lower execution costs.

  • Consult with leaders to execute people related strategies around Performance Management, employee relationships, coaching, Organizational Development and Learning And Development.

  • Manage: design and develop Innovative Solutions to complex problems, identifying issues and roadblocks around support, testing, Development Effort.

  • Organize: apart from a continuous stream of strategy enhancements and brand new trading strategies, the team is also working on a number of framework related items.

  • Be accountable for analyzing Business Requirements, designing the Software System, developing special software, testing software and investigating and resolving Production Issues.

  • Create next generation software for organizations high frequency, low latency Algorithmic Trading platform.

  • Be accountable for designing and implementing high Quality Software solutions used for Algorithmic Trading, exchange connectivity, and research.

  • Manage work with it and trading operations to understand requirements and act as a procurement Business Partner.

  • Ensure you unify; lead Data Driven and Evidence Based Research to support delivery of people metrics, reporting, and advanced and Predictive Analytics.

  • Manage work on complex latency sensitive Algorithmic Trading systems, which are constantly adapting to changing market environments.

  • Be accountable for working closely with market researchers and Software Developers, you face a wide array of challenges relevant to finance and technology.

  • Be accountable for depending on individual circumstances and local conditions, your new starters can also be onboarded remotely.

  • Solve problems and get to the Root Cause of complex talent issues; develop and implement solutions.

  • Lead: investigation of user queries as order flow breaks, booking issues, application trading issues, regulatory issues, liaison with operations and controllers where appropriate.

  • Manage work with Development Teams to understand enhancements, regulatory changes and Bug Fixes being planned for production deployment.

  • Standardize: own, track and resolve issues by closely working with trading Support Team and trade desk personnel.

  • Warrant that your planning complies; across a range of Investment Strategies, you deploy capital with the goal of delivering market leading investment results to your capital partners.

  • Meet with exchanges and other IT suppliers to keep update to date with changes to products and other relevant Business Information.

  • Audit: research and implement new algorithms/approaches as Machine Learning for optimal trade execution and order routing.

  • Evaluate: investigation of user queries as order flow breaks, booking issues, application trading issues, regulatory issues, liaison with operations and controllers.

  • Facilitate Contract Review and Management Process, from initiation to execution and gathering signatures.

  • Govern: partner with Key Stakeholders to identify initiatives and execute solutions to people related business problems using Data Analysis, Advanced Analytics and Data Engineering Best Practices.

  • Provide quick response to Production Issues to help eliminate down time thereby ensuring High Availability and performance of your trading platform.

  • Methodize: design and develop software programs to meet Business Requirements, perform Unit Tests and fix bugs.

  • Ensure you win; lead and design extensible trading applications, write code, and deploy successful enterprise level applications.

  • Supervise: proactively communicate with Portfolio Managers with respect to news, order instructions, corporate actions and changing market conditions.

  • Liaise with external vendors, exchanges and providers to explore new Technology Solutions, implement New Services or troubleshoot problems.

  • Be accountable for performing new software upgrades (releasing code to the environment, performing post release health checks, ).

  • Perform chaos engineering failure scenarios to identify and document problems with outage recovery procedures.

  • Manage work with stakeholders to identify the Business Requirements, understand distinct problems and expected outcomes, and models and frames business scenarios which impact Critical Business processes and/or decisions.

 

Save time, empower your teams and effectively upgrade your processes with access to this practical Algorithmic Trading Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Algorithmic Trading related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Algorithmic Trading specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Algorithmic Trading Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Algorithmic Trading improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Have the types of risks that may impact Algorithmic Trading been identified and analyzed?

  2. What do you need to start doing?

  3. What can you do to improve?

  4. What are the Algorithmic Trading security risks?

  5. Do your employees have the opportunity to do what they do best everyday?

  6. Are you aware of what could cause a problem?

  7. How do you ensure that implementations of Algorithmic Trading products are done in a way that ensures safety?

  8. When is Root Cause Analysis Required?

  9. Can you do all this work?

  10. Are resources adequate for the scope?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Algorithmic Trading book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Algorithmic Trading self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Algorithmic Trading Self-Assessment and Scorecard you will develop a clear picture of which Algorithmic Trading areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Algorithmic Trading Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Algorithmic Trading projects with the 62 implementation resources:

  • 62 step-by-step Algorithmic Trading Project Management Form Templates covering over 1500 Algorithmic Trading project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Algorithmic Trading project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Algorithmic Trading Project Team have enough people to execute the Algorithmic Trading Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Algorithmic Trading Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

 
Step-by-step and complete Algorithmic Trading Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


2.0 Planning Process Group:


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Algorithmic Trading project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Algorithmic Trading project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Algorithmic Trading project with this in-depth Algorithmic Trading Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Algorithmic Trading projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Algorithmic Trading and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Algorithmic Trading investments work better.

This Algorithmic Trading All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.