Benefits Case Study Calculator

This version is focused on the buy-side and sell-side case studies from the workbook rather than overall industry TAM. Pick a preset case study, then change the assumptions behind it and see the benchmarked annual benefit update instantly.
Case Study Selector
Leave sync on for workbook-style case studies, or turn it off to model a custom trading pattern.
Workbook assumption note: rate cards are calibrated to an 80% IG / 20% HY corporate bond mandate.
Buy-Side Fund Case
Annual Benefit Summary
Preset-aligned case study output.
$0MTotal annual benefit
0.0 bpsBenefit as bps of AUM / basis of dealer footprint
Largest benefit driver
vs CP+Benchmark baseline
Benefit ComponentAnnual ValueMetric Basis

How this case study is being computed

    Case Study Spotlight

    Narrative view of the currently selected case study.

    Primary scaling base
    Largest driver lens
    Preset Comparison Snapshot
    PresetTotal Annual Benefit
    Workbook Interpretation Notes
    • Buy-side case studies use rate cards from the workbook and scale primarily with AUM or annual traded volume.
    • Sell-side case studies allocate industry benefit totals by weighted dealer volume share, then apply workbook-specific adjustments for Enhanced Competition and optional inventory scaling.
    • Benchmark switching uses the workbook’s category-specific multipliers for CP+, ICE CEP, and BondCliQ Mid.
    • The calculator is intentionally focused on case studies, not total industry TAM, per the new workbook direction.