CASE STUDY: LiZen Asset Management
As they prepared to launch their hedge fund business, the principals at LiZen Asset Management knew they needed a robust portfolio and risk management platform that could handle real-time calculations and would provide them with the flexibility they needed to adapt to the way that they manage their funds. While LiZen looked at a few well-known hedge fund platforms, they found that Imagine’s capabilities were best suited to their needs, with extensive, flexible and advanced portfolio and risk management capabilities and user-friendly reporting tools.
Offering valuable insight into the priorities and challenges facing prime brokers, broker dealers and clearers, this report is a summary of the discussion during the Margin, Collateral and Data Round Table, sponsored by Imagine Software on Thursday 25th March 2021.
Moving to remote working has created new headaches for hedge funds through the risk of a “single point of failure” in a portfolio manager’s tech setup, according to Lance Smith CEO and co-founder of Imagine Software.