Buy-side Workflow Insights

Explore practical guidance, workflow analysis, technology evaluations and industry insights designed to help institutional investment firms optimise portfolio management, trading, execution and operating models.

  1. Overview
  2. Workflow guides
  3. Related products
Discuss your workflow

Explore workflow guides

Investment firms face different workflow challenges depending on their operating model, trading strategies and stage of growth. Whether launching a new fund, expanding execution capabilities or modernising investment workflows, firms need technology that can scale with changing requirements.

This resource brings together deeper-dive workflow guides, technology comparisons industry insights to help firms evaluate practical approaches across the buy-side investment lifecycle.

Key execution workflow considerations

Buy-side workflows at scale

Explore how market context, portfolio decision, orders and execution can be connected to support stronger decision-making as investment firms grow.

Evaluating buy-side trading technology

Practical criteria for assembling PMS, OMS, EMS and OEMS platforms.

Execution management for long/short and multi-asset fund

Managing execution workflows across strategies, brokers and asset classes.

Compare LSEG trading workflows

Understand where LSEG AlphaDesk, LSEG TORA and REDI on Workspace fit within different operating models.

Embedded LSEG data for buy-side workflows

See how integrated market data supports investment and trading solutions.

Institutional strength behind LSEG workflows

Explore the scale, technology and data foundation supporting LSEG solutions.

Find out more

Related products

LSEG AlphaDesk

Portfolio backbone for institutional investment workflows.

LSEG Workspace

Helping Analysts and Portfolio Managers to outperform and be more productive – including risk, attribution and Deep Research.

LSEG TORA

Multi-asset OEMS for institutional execution workflows.

REDI on Workspace

Integrated execution workflows within LSEG Workspace.

LSEG Autex

Global IOI distribution and FIX connectivity network.

Continue exploring LSEG multi-asset trading

Explore LSEG's multi-asset trading solutions and workflows designed to support investment, execution, compliance and operational efficiency across the trading lifecycle.

Explore multi-asset trading solutions

Discuss your execution workflow requirements

Speak to an LSEG expert about portfolio management, order management, execution, market data and workflow design to identify the approach that best fits your investment operating model.

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