Jefferies 利用 IBM 的市场数据大幅节省成本并为客户提供更深入的洞察
公司规模
Large Corporate
地区
- America
- Asia
- Europe
- Middle East
国家
- United States
产品
- IBM® Algo Risk® Service on Cloud
技术栈
- Cloud Computing
- Data Analytics
实施规模
- Enterprise-wide Deployment
影响指标
- Cost Savings
- Productivity Improvements
技术
- 分析与建模 - 实时分析
适用行业
- 金融与保险
适用功能
- 商业运营
用例
- 预测性维护
- 供应链可见性(SCV)
服务
- 数据科学服务
关于客户
Jefferies 是全球领先的金融机构之一，为美洲、欧洲、中东和亚洲的客户提供广泛的产品和服务，涵盖投资银行、股票、固定收益和财富管理。该公司的 Prime Brokerage 业务为众多中型和大型对冲基金提供服务。该公司总部位于纽约，在全球 30 多个城市设有办事处，拥有 3,300 名员工，持有 114 亿美元的长期资本。
挑战
在 Prime Broker 行业面临挑战的时期，领先的金融机构 Jefferies 面临着捍卫其市场份额和增强竞争优势的压力。该公司旨在通过以更低的成本为对冲基金客户提供更深入、更准确的投资组合风险洞察来增强其服务。该公司正在寻找方法来改进其详细说明其投资组合风险敞口的报告，通过纳入更多细节并提高准确性。该公司还希望减少对现有市场数据提供商的依赖。
解决方案
Jefferies 决定用 IBM 的托管数据服务取代其现任市场数据提供商。该服务与 Jefferies 现有的 IBM® Algo Risk® Service on Cloud 解决方案集成，为每个客户的投资组合提供每日风险指标和压力测试。这些数据还有助于 Jefferies 管理自己的业务，并确保其在风险和回报之间取得适当的持续平衡。每天晚上下班后，Jefferies 都会向 IBM 发送当天持股的初步快照，然后在几个小时后汇编和传输完整数据。IBM Algo Risk Service on Cloud 处理数据以生成全面的风险报告，详细说明每个客户的持股情况以及各种风险指标和压力测试。IBM 将数据发送给 Jefferies，Jefferies 生成报告并将其发送给其客户，以供他们在新一天的交易开始前消化。Jefferies 还将这些数据用于自己的风险评估流程。
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