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  5. Announcing the Celent Model Awards 2024: Capital Markets

Announcing the Celent Model Awards 2024: Capital Markets

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20 March 2024
Janey Speed

Today we announce our 2024 Model Awards for buy-side, sell-side, and capital markets banking initiatives and will publish a case study and pre-recorded interview for each of the winners. The winning projects have proven qualitative and quantitative benefits such as accelerated time to market, cost and risk reduction, and measurable improvements in client experience. Our Model Award program celebrates financial institutions for their forward-thinking and innovative use of technology in areas helping to accelerate success in capital markets.

Congratulations to Fidelity International ING, and Societe Generale Securities Services on receiving Celent’s 2024 Capital Markets Model Awards!

Buy-side Winner: Fidelity International, Fidelity Optimus Platform

Category: Next Gen Portfolio Construction and Optimisation

Synopsis: Fidelity Optimus is a technology-driven solution that helps portfolio managers construct and manage systematic strategies for client portfolios efficiently. It allows for dynamic adjustments to portfolio allocations in response to changing market conditions. The platform incorporates risk analysis, modeling capabilities, and considerations such as liquidity, transaction costs, and fundamental quality factors. Fidelity has built the platform using cloud technologies and modern software engineering approaches, enabling efficient processing from optimization to implementation. Underpinned by sophisticated analytical foundations, proprietary models, and optimization methods, the platform incorporates Fidelity's proprietary fixed income multi-factor models, research expertise, and ESG ratings as part of a menu of optimization routines. This initiative has helped Fidelity International's systematic investment group create unique investment propositions and drive significant growth in assets under management by providing tailored solutions across various asset classes and strategies.

Buy-side Case Study & Video: Fidelity International

Sell-side Winner: ING, FX Trading Digital Transformation

Category: Digitalization/Digital Transformation

Synopsis: Over the last three years, ING has embarked on a substantial digitalization project aimed at revolutionizing its FX Trading Markets offerings. This project entailed a complete revamp of its technology infrastructure, with a particular emphasis on three key aspects: the introduction of new products, enhancing pricing and hedging capabilities, and the implementation of advanced analytics. To accomplish this ambitious transformation, ING collaborated with internal and external resources and with strategic partners. This approach allowed the bank to support its internal capabilities effectively and ensure the seamless development of the new platform. The new platform has already facilitated the development of new client offerings around ESG customized prizing and for the FX Swaps markets that are already contributing to business growth.

Sell-side Case Study & Video: ING

Capital Markets Bank Winner: Societe Generale Securities Services, Client Platform ‘MySGSS’

Category: Digital Ecosystem Transformation

Synopsis: SGSS implemented a client experience transformation program to set themselves apart from their competitors. The program aimed to enhance the client experience by achieving various objectives, such as streamlining client interactions through real-time case tracking, proactively managing operational emergencies with instant notifications, facilitating the onboarding of new business through process tracking, providing a centralized location for document sharing and access, enabling user access rights management, supporting relationship management with performance reporting and status updates, and offering clients visibility into transaction settlement status with exception reasons. The platform enables continuous interaction with clients, allowing SGSS to gain a deep understanding of their needs and prioritize issue resolution.

Capital Markets Bank Case Study & Video: Societe Generale Securities Services