A practitioner's field manual for Bloomberg AIM and Charles River implementations. Platform-specific. Process-driven. Built from hundreds of live engagements across asset managers and hedge funds.
Assess your data quality, integration complexity, and organizational readiness before a single vendor is onboarded. The firms that fail OMS implementations skip this step.
AIM and CRD have fundamentally different configuration philosophies. This playbook walks through both — compliance rule structures, order routing setup, custodian connectivity — without treating them as interchangeable.
FIX session setup, custodian feed ingestion, accounting system handoffs, and IBOR integration — mapped to the actual data contracts your counterparties expect.
Testing frameworks that go beyond "the order went through." Allocation logic, compliance pre-trade, block trade workflows, and exception handling — all validated before go-live.
Day-of sequencing, rollback triggers, parallel-run criteria, and stabilization checklists. The decisions you make in the 72 hours around cutover determine whether go-live is an event or a crisis.
What to tune in the first 90 days. Compliance rule refinement, performance optimization, workflow automation, and the integration hardening that most firms defer until a real incident forces it.
All editions include the core 8-chapter framework. Platform tracks add deep-dive appendices and configuration reference guides for your specific OMS.
30-day money-back guarantee. If it doesn't accelerate your implementation, return it.
This isn't a synthesis of vendor documentation or a survey of published case studies. It's the accumulated record of running implementations — the decisions made, the ones that went wrong, and the frameworks that held up under actual production pressure.
The CRD content draws from an active engagement with a major asset manager's technology team, working through a full lifecycle replacement — scoping through stabilization — with the same institutional constraints every firm in this space operates under.
The Bloomberg AIM content comes from implementations across fund structures — long-only, long/short, and absolute return — where the configuration choices between basket orders, allocation logic, and compliance pre-trade rules aren't academic. They show up in real P&Ls.
PBW PS doesn't take referral fees from vendors, doesn't function as a system integrator for any platform, and doesn't have preferred implementation partners whose interests don't align with the firm's. The frameworks in this playbook are built to work across vendors, not to sell one.
The Pre-Implementation Readiness Assessment chapter is a complete standalone resource. Download it free — no credit card, no pitch.
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