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.
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.
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.
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.
Family office in Dubai gains operational efficiencies and greater flexibility with a consolidated platform for reporting, investment management and Investment Book of Record.
Imagine Software wins five awards and is voted by the market as the leading system for risk management, portfolio management and widest product range.
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.