’40 Act Dashboard Demo
Clients needed a solution to handle both portfolio and risk management while maintaining government compliance. The liquid alternative investment arena has grown rapidly, catching the attention of the SEC. Imagine’s ’40 Act Solution provides critical information managers want (and need) to view within a flexible, customizable dashboard.
Watch our short demo to see the dashboard in action.
If Imagine clients want to learn more about the ’40 Act Dashboard, they can email firstname.lastname@example.org.
In times of stress in the markets, not only does volatility increase for individual assets, cross-asset correlations can increase dramatically as well. This results in a “double whammy” for a typical portfolio because the portfolio’s volatility increases due to both effects.
Those responsible for maintaining a margin system often feel that they are drowning in data management issues. In part two of this series we discuss ways to make margin calculations far more efficient and meet the firm’s need for answers in real-time.