Automation in Practice: Solving Fixed Income Execution Challenges

Maintaining consistent execution across different scenarios requires more flexible and dynamic approaches. Following our introduction to Bloomberg Rule Builder (RBLD), this session focuses on advanced automation techniques that expand execution flexibility without sacrificing control. We will explore how RBLD moves beyond repeatable workflows, supporting more dynamic execution logic across multiple orders, counterparties, and market conditions. With Rule Builder, traders can define execution logic, standardise dealer selection, and control how and when orders are executed. Advanced capabilities, such as retry logic, continuous evaluation, on-demand automation, and automated slicing, enable execution strategies to adapt in response to market changes while remaining within defined parameters. In practice, this supports a range of use cases, including: - Managing multiple orders simultaneously, each with different execution strategies (e.g. no-touch, one-touch, or conditional workflows) - Adapting execution in response to changing liquidity or pricing conditions through continuous evaluation - Applying consistent dealer selection and interaction logic across trades - Automating larger or more complex orders through slicing while maintaining oversight - Reducing manual intervention while retaining the ability to intervene when needed During this session, we will discuss: - Support complex and dynamic execution scenarios by extending structured workflows - Using retry logic and continuous evaluation to adapt to changing market conditions - Balancing control and efficiency through on-demand automation - Combining different execution approaches across multiple orders and trade types - Practical workflow demonstrations, including automated slicing and multi-order management