Processes

What will AGI do for Procure and construct financial assets?

A strategic portfolio mandate, liquidity requirement, or approved client application signals the need to acquire or originate a new financial asset.

Trigger
A strategic portfolio mandate, liquidity requirement, or approved client application signals the need to acquire or originate a new financial asset.
Outcome
The financial asset is successfully acquired or originated, settled, and formally recorded on the institution's balance sheet.

The work itself

Grounded Work Profile

Measured by

  • Origination Cycle TimeprocessProfile
  • Transaction CostprocessProfile
  • Settlement Error RateprocessProfile
  • Return on AssetprocessProfile

Key steps

  • Define asset requirements and origination parametersprocessProfile
  • Source the asset in the market or design the financial instrumentprocessProfile
  • Conduct due diligence, valuation, and risk assessmentprocessProfile
  • Negotiate terms and execute the purchase or origination transactionprocessProfile
  • Clear and settle the transaction with counterpartiesprocessProfile
  • Record the asset in the general ledger and portfolio management systemsprocessProfile

How AGI delivers it

Four ways AGI delivers for Procure and construct financial assets

  • Services-as-Software

    Get the professional outcome delivered as software, priced on results, not headcount.

    Services.do
  • Autonomous Agents as digital employees

    Hire a digital employee that does the job under earned, supervised autonomy.

    Agents.do
  • Business-as-Code

    Encode how your work runs, once, as software that executes itself.

    Platform.do

Value flow

How Procure and construct financial assets connects

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