Insurance Company

How a small internal investment team at a global insurer consolidated market access into a single platform, cutting operational overhead and securing better yields across ten major currencies.

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The Story

Streamlining execution, maximising yield.

The client is a world-leading insurance provider operating from eleven offices globally. Its internal investment team manages a $700mm fixed-income portfolio across ten major currencies, focused on rates-based strategies that demand efficient, reliable access to bond-market liquidity to optimise returns.

The mandate. Global fixed-income trading is operationally complex and resource-intensive for a small team. Liquidity is fragmented across numerous dealers and electronic venues, and a traditional setup would require establishing and maintaining connections with many counterparties, an administrative burden that is hard for a lean team to carry. The firm needed the market reach of a large institutional player without the associated complexity, so the team could focus on managing the portfolio rather than the logistics of execution.

The solution. The team implemented Ediphy's execution service as its central hub for fixed-income trading: a single, intuitive platform that instantly aggregated a vast network of liquidity and consolidated multiple workflows into one. This leap-frogged the team into a fully institutional-grade trading environment without multiple legal agreements or complex technical integrations. Orders are routed through one web interface, swept across an aggregated dealer and venue network for best price, overseen by Ediphy's quant traders, and processed end-to-end through a single post-trade channel.

The outcome. The team significantly reduced its operational burden, gained superior market access through a single point of contact, and improved execution quality, enhancing portfolio performance. Consolidation onto one platform simplified regular trading; a single legal onboarding and settlement relationship replaced dozens of counterparties; access to a broader liquidity pool delivered better pricing and higher fill rates; and a single settlement channel reduced the risk of delays and failures, freeing the team to concentrate on research, strategy and alpha generation.

At a glance

$700mm FI portfolio rates-based strategies

10 Major currencies global coverage

11 Offices globally one investment team

Client outcome

Fixed income trading operations and market access can be a daunting task for small teams. We made the decision to onboard Ediphy and are thrilled with the service. It has enabled us to streamline our liquidity access and bond execution into a single intuitive platform, saving us operational overhead and getting better yields for our investment portfolio.
– Head of Investments

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