Maximising Value Through Excellence

Why it is a Mistake to Ignore Administration and Organisation

Effective administration and organisation are often lacking in investment banking circles.

This is not to say that banks don’t try; in fact, many institutions have attempted to implement online systems and automation in the past.

However, their clients often have a preferred way of operating that can be inefficient, requiring a phenomenal amount of administration.

In an already hectic business environment, this can lead to lost instructions, a breakdown in communication and even fines and compliance issues.

Emily Roostan, director at Affinity Capital, acknowledges that organisation and administration is typically considered “boring and unsexy”.

“The reality is that it’s important, even crucial, in the world of trading and settlement,” she explains.

According to Emily, it is vital that businesses organise themselves and develop the comprehensive administration processes required to offer optimal services to clients.

If this isn’t possible, outsourcing to a company that is already firmly established in this area of trading is also an option.

“Don’t just ignore it and pretend it will go away. Or worse, shove it onto someone else’s desk – because it will come back to bite you,” Emily advises.

How Affinity can help

One of Affinity Capital’s core propositions when originally set up was to drastically enhance the administration of structured investments – and it’s an area in which the company continues to thrive.

“The improvements that were brought on by things being organised helped clients on so many levels,” Emily explains.

“From pricing to perception of the market, access to panels, relationship building to introductions being made … the list goes on.”

Over the last two years, Affinity has built a strong reputation in the offshore market. The firm has helped connect life companies to investment banks through a proprietary automated reporting system.

Furthermore, Affinity’s automatic trade recognition system and reconciliation software has significantly alleviated the administrative burden on investment banks.

This has resulted in fewer errors and settlement problems, with some organisations benefiting from as much as a 90 per cent reduction in issues.

Affinity can provide a range of administration and organisation services, ensuring nothing is missed and a running tally of orders is available whenever required.

A fully documented paper trail with all the relevant data is recorded and stored at all times, enabling disputes to be handled as quickly as possible.

For more information on Affinity Capital’s structured investment offerings, please click here to contact us.