Front-to-back Investment Workflows
Investment firms increasingly need research, portfolio management, execution, market data and post-trade oversight to operate as a connected workflow. As firms launch, scale and institutionalise, disconnected processes can create operational complexity, governance challenges and reduced efficiency.
LSEG brings together portfolio management, order management, execution, market data, analytics and connectivity within a flexible front-to-back architecture. From idea generation and portfolio construction to execution, reporting and oversight, firms can build workflows that support their operating model today while remaining scalable as they grow.
Operating scenarios
Where are you today?
Choose the scenario that best reflects your current operating model. Each scenario shows how LSEG brings execution, data and reporting together into a connected trading workflow.
Launching a new strategy
- You need to establish institutional workflows from day one
- Execution, data and reporting sit in different systems
- Infrastructure is being built alongside the strategy
Scaling / institutionalising
- You are scaling assets, strategies or teams and need to operate more institutionally
- Execution, data and reporting have evolved separately across systems
- Existing workflows are becoming harder to control, explain or replicate
Managing fragmented systems
- Trading, data and portfolio workflows sit across multiple systems
- Different desks or strategies operate in different ways
- Data needs to be reconciled across platforms to produce a consistent view
Governance requirements
- You are being asked to provide greater transparency to investors or stakeholders
- Reporting, risk and exposure are sourced from multiple systems
- Governance expectations are increasing as assets or investor base grows
How we can help
Based on your operating model, LSEG supports trading teams with flexible workflows that connect execution, data and reporting across the trade lifecycle.
Build institutional workflows from day one
Connect portfolio management, data and reporting into a scalable operating model that can grow as strategies, asset and teams evolve.
Solutions
- Portfolio Management
- Multi-asset execution
- Market data and research
- Operational oversight
Standardise operations as teams and assets grow
As assets and teams grow, fragmented workflows create operational complexity. Standard portfolio, execution and reporting processes while retaining flexibility across strategies and desks.
Solutions
- Workflow automation
- Multi-broker execution control
- Portfolio oversight
- Reporting and governance
Reduce complexity across platforms and workflows
Consolidate disconnect platforms and reduce operational friction. Create a consistent operating model across portfolio management, execution, analytics and oversight.
Solutions
- Unified workflows
- Integrated data and analytics
- Cross-asset execution
- Consistent reporting
Improve transparency, reporting and oversight
As governance expectations increase, firms require stronger reporting and oversight. LSEG provides access to post trade reporting, transaction cost analysis and compliance tools to support internal governance and external transparency.
Solutions
- Transaction cost analysis
- Compliance monitoring
- Auditability
- Post-trade oversight
LSEG front-to-back operating model
LSEG Data & Analytics
(Pricing, Fundamentals, Tick Data – feeding the operating model)
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Decision and Intelligence Layer (LSEG Workspace)
Fund View | Analytics | AI Deep Research | Contextual Chat | Risk | Attribution
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Execution Control Layer (EMS)
REDI on Workspace | Rapid, trader-led execution workflows within LSEG Workspace | Equities | Derivatives
LSEG TORA | Extended execution capabilities through automation, rules-based workflows and APIs | Equities | Derivatives | FX | Fixed Income | Digital Assets
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Liquidity & Connectivity Ecosystem
LSEG Autex Trade Network & LSEG Autex IOI Distribution | FXall | Tradeweb
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Portfolio Backbone (LSEG AlphaDesk)
Front-to-Back Investment Management | Portfolio & Order Management | Investment Book of Record | Risk and Compliance | Cash, Exposure & Operational Oversight
A unified operating model from data and research to execution, liquidity access and portfolio oversight
Explore the workflow components
Our direct feed services allow you to easily integrate and consume depth and breadth of full tick market data in our lowest latency delivery platform
Helping Analysts and Portfolio Managers to outperform and be more productive – including risk, attribution and Deep Research
Multi-asset OEMS for institutional execution workflows
FIX and IOI connectivity network
Global IOI distribution and FIX connectivity network
Portfolio backbone for institutional investment workflows
Outsourced Services
LSEG supports firms across the investment cycle through outsourced operating models, including trading and middle-office services.
Benefits
Driving performance across the investment lifecycle
LSEG supports hedge funds and asset managers with award‑winning trading technology that connects execution, portfolio workflows and analytics, helping firms operate with greater confidence as they scale.
Reduced fragmentation
Hedge Fund Huddle podcast
Explore episodes where we feature industry experts sharing insights on hedge funds then and now, the future of investing, finding investment ideas and key market trends hedge funds need to be aware of. Available in audio or text formats.
LSEG AlphaDesk and LSEG TORA
Connect investment management and execution within a unified front-to-back workflow.
LSEG AlphaDesk is a multi-asset investment management system supporting portfolio management, order management, execution, risk, compliance, accounting and operational oversight. LSEG TORA extends those workflows with advanced multi-asset execution management, automation and connectivity across global markets.
Capabilities:
- Investment management and order management
- Multi-asset execution and connectivity
- Risk and compliance oversight
- Shadow NAV, cash and P&L management
- Post-trade reporting and workflow automation
LSEG Workspace and LSEG TORA
Move seamlessly from market insight to execution.
Workspace delivers market research, data and intelligence, while LSEG TORA provides multi-asset execution management. Together they connect investment decisions to trading workflows within a unified user experience.
- Research to execution workflow
- Integrated market data and analytics
- Single desk top experience
REDI on Workspace
REDI on Workspace delivers execution management directly within LSEG Workspace, enabling traders to move seamlessly from market intelligence to execution without leaving their workflow.
Features:
- Native Workspace execution
- Equities and derivatives workflows
- Research-to-trade workflows
- Integrated market data and analytics
Insights
Learning Centre
We have consolidated all our learning material into one place. You can now access the right learning whether its video on-demand or signing up to our extensive instructor led classes.
Awards & Industry Recognition
