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Category Archives: Insights

’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.

January 12, 2016

The ’40 Act Solution: Easily Monitor Compliance for Liquid Alternatives

Imagine maintains a comprehensive database of their client’s portfolio data. What we’re best at is figuring out how to aggregate that data for an investor or the government in a way that allows us to provide limit data and transparency. We've become adept at reacting to the government and clients quickly with new aggregations of information.

December 15, 2015

Monitor Limits with the UCITS Dashboard–Flexible, Transparent, Customizable

Investment funds authorized for sale in Europe are governed by a set of regulations. These regulations are called Undertakings for the Collective Investment of Transferable Securities (UCITS).

December 15, 2015

A Dashboard for any Imagine Implementation

Imagine’s I/O Services are an indispensable command line tool that invokes Imagine’s APIs for uploading, processing, and downloading data. This tool is a critical component of virtually every client’s use of Imagine, providing nearly one hundred different services. But have you heard about the SITKA I/O Services Dashboard?

November 9, 2015

We Have a Stress Test App–Check It Out

The Stress Test App is the latest addition to the current collection of customizable apps available in the Imagine Marketplace. Similar to the other simulation tools in Imagine, the Stress Test App uses archived data to stress current portfolios and generate robust historical simulations that estimate how a portfolio would perform under documented periods of extreme risk volatility.

November 9, 2015

A New, Flexible Stress Test Product

The stress test app is built on Imagine’s Consulting Team’s modus operandi, “Tell us what your risk technology need is and we can tailor whatever Imagine has to offer for you.”

November 9, 2015

You Have Questions? We’ve Got Answers

Eric Pearl is the Director of Platform Marketplace and Consulting at Imagine. We sat down to ask him a few questions about the Excel Add-in.

October 7, 2015

Case in Point: The IFP Excel Add-in

Our client, a large asset manager, found the uploading of numerous OTC trades throughout the day too time-consuming. Their front office had to switch focus from the business they knew to becoming technology experts, which forced them to place heavy demands on their support team.

October 7, 2015

Imagine & Excel™ : Enhanced Power Without the Learning Curve

Do you want to leverage your Excel expertise and easily import real time Imagine data, access data/price feeds, calculate Greeks and run risk/stress analysis?

October 1, 2015

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