Insights
Managing Margin (Part 4) – The Future of Margin – Ten Predictions
We offer ten predictions about future developments in the margin arena. Some we expect with a fair amount of certainty, while others require us to gaze more deeply into our crystal ball; nonetheless, we believe all are legitimate and, we hope, thought-provoking.
Data Quality – Portfolio and Risk Data: Why It’s So Hard To Do It Right
If you have ever thought, “maybe we should collect and store our own data, so that we can have control over it,” or you think that all risk platforms are basically the same when it comes to data, we offer a look behind the scenes at what is involved in building and maintaining comprehensive datasets.
Ex Deutsche Bank equity trading MD joins TS Imagine
TS Imagine has appointed former Deutsche Bank Equity Trading MD, Andrew Morgan, as its new President and Chief Revenue Officer (CRO).
TradingScreen & Imagine Software Combine to Create Best-In-Class Trading & Investment Management Platform
Creating Best-In-Class SaaS Platform with Integrated Trading, Portfolio Management and Real Time Risk Software for Institutional Trading, Investment Management, Banks and Brokers.
Round Table Summary: Prime Brokerage, Margin, Collateral and Data
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.
Cloud Key to Minimizing Risk for Hedge Funds
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.
Meltdowns, Margin Calls, and a Risk-Oriented Mindset
If a firm does not have all of its positions modeled on the same risk platform, it cannot know its total risk. But strong tools and practices can help sell-side and buy-side firms alike to avoid creating dangerous conditions.
CASE STUDY: LiZen Asset Management
A start-up hedge fund in Hong Kong with a highly respected management team and extensive trading experience gains real-time portfolio and risk capabilities, wide coverage, and simplified client reporting with the Imagine platform.
Managing Margin (Part 3) – The Importance of Transparency
Broker-dealers understand the importance of producing accurate margin calculations for their clients’ accounts, but they need to know more than just how much margin each client must post; they need to know why the margin system came up with a given result.
CASE STUDY: The Majid Al Futtaim Trust Family Office
Family office in Dubai gains operational efficiencies and greater flexibility with a consolidated platform for reporting, investment management and Investment Book of Record.
The Angle of Coincidence
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.
Imagine Voted Number One System in Three Key Categories
Imagine Software wins five awards and is voted by the market as the leading system for risk management, portfolio management and widest product range.
Managing Margin (Part 2) – Drowning in Data, Sinking in the Support Effort
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.
CASE STUDY: Tabula Investment Management
Innovative fund manager, Tabula Investment Management, implements the Imagine platform in under three months to launch new and manage existing fixed income ETFs.
WEBINAR: AIMA APAC Fund Manager Briefing
In this session, we will explore the topic of Hedge Fund compliance and explain how hedge fund managers can ensure complete compliance with regulations while achieving full optimization of their portfolios.
Managing Margin (Part I) – Five Key Challenges from a System-Wide View
Computing, optimizing and monitoring real-time margin requirements across a multitude of instruments and customer accounts is a Herculean task. In this article, Imagine discusses the key challenges in this arena and will dive deeper into the specifics of solving its challenges.
US Fintech Adds Structured Products to Asset Class Coverage
Global cloud-based portfolio, risk and margin solutions provider Imagine Software has announced the expansion of its asset class offering to structured product issuers and traders.
Imagine Software Expands Asset-Class Coverage and Delivers Cloud-Based Solution for Structured Products
New models and workflows support structured products combined with cost and operational efficiencies of Imagine’s cloud-based solution.
ALTAIR PANOPTICON™ & IMAGINE – A Compelling Combination
Steven Harrison, President of Imagine Software, and Bruce Zulu, Director of Technical Support Services for the Business Intelligence division at Panopticon’s parent company, Altair, explain the collaboration and how it benefits clients.
How a Stressful Election Could Stress Your Portfolios
Most market observers agree that the many uncertainties swirling around the US Presidential election are likely to generate volatility in the US equity market that could last well beyond November 3rd.
When the Market Flips its Lid, What Does it Mean for LDI?
An area of investment management that is particularly exposed to changes in interest rates (nominal and real) is the world of Liability-driven Investing (LDI). This eBook provides an overview of the concept, and then dives into the key questions regarding risk management for liability-driven investing and provides technology tips.
Thinking about Building a Volatility Surface? Think Again
At first glance, constructing a volatility surface looks like a straightforward exercise – a closer look reveals there is a great deal more to consider.