William Trout’s Post

As #InvestmentManagers (IMs) expand asset classes, investment vehicles, and factor-tilted portfolios, risk management systems need to cover vertical first-line front-office risk and aggregate risk across the full breadth of an IM’s investments. This second report in the series examines specific vendor front-office capabilities of portfolio construction, modeling, and monitoring, along with hedging and foreign exchange (FX). The vendors profiled in this report include Bloomberg, FactSet, Finastra, FIS, Moody’s, MSCI, Murex, Numerix, Quantifi, S&P Global, SimCorp, State Street, and SS&C. #AssetManagement #PortfolioOptimization #FinTech https://lnkd.in/eQjDU52h Andrew Renzella William Trout Adler Smith Vinod Jain Sang Lee Jennifer Ham Whitney Sale Amanda Pasicznyk Linda Venezio Danielle Iarossi Davis Alyssa G. Vikram Kasbekar Mary Hall Kate Kuzin Walter Joyce Brenda Mickiewicz Danny Martin Luke Albertalli Michael Ormsby Gerald Clemente Gauri Andriks Casey Sheets Lisa A. Brignoni Asher, CFA Bill Whitt Wally Okby Liam Heraty Rory Pilbrow Thomas Moser Julie Conroy Julie Zaccaria Søren Rathlou Top Lars-Ole Hansen Susumu, Steven Suzuki Natanae Williams Kelley Arnone Petrecki Stanley Kwasniewski, CFA Marisela Garcia Nicole Angerone-McLeod Julie Barthés Fabien Feron

Loqsea’s Risk Manager is designed to empower modern trading teams by providing the tools and insights they need to stay ahead of the curve. From real-time position tracking to seamless integration with leading exchanges, the Risk Manager consolidates and simplifies the complexities of commodity derivatives trading. It's built with traders in mind—by traders who understand the challenges of navigating fast-moving markets. 🛠 Key Features: 🔷 Live updates on positions, P&L, and exposure. 🔹 Automated workflows to eliminate errors and save time. 🔷 Advanced analytics, customisable to your strategies. 🔹 Effortless integration for continuous, accurate data. 🔷 Intuitive tools like the Loqsea Blotter to enhance trade management. Risk management should be proactive, not reactive. By equipping trading teams with real-time tools and automation, we're redefining operational efficiency. Contact us 👉 https://lnkd.in/gFPKr6f3 👨💻 || #CommodityTrading #DerivativesTrading #CTRM #RiskManagement #TradingTechnology #TechForTraders

People think managing money is about identifying a sector/stock with a story which has promise which translates to price rise- that’s the job of a research analyst, we are portfolio managers and we don’t do this instead what we do is fund management a recent classic example being- We were overweight IT last FY, courtesy high RiskMap in short time frame we cut it down by half in this March and increased the weight recently after it corrected almost 20% which made it a classic low risk re entry, shield during election,reduced the purchase cost of holding and thereby increasing profits and Cagr vs buy and hold #RiskMap #sectorrotation #PriceBridgePMS #ETFPMS #ResponsibleInvesting

Our funds philosophy aims to generate the best possible returns, in line with your clients' expectations and appetite for risk. In our view, active management expressed across diversified funds, whether single or multi-asset class strategies, is the best way to aim to achieve superior performance. Find out how we aim to do this through: • Expert asset allocation • Intensive research • Identifying high-quality securities and third party funds • Focussed risk management • Risk models created with the assistance of Moody's Analytics data - a leading name in economic research and risk management Capital at risk https://lnkd.in/eyGcEsqU #Investing #Funds #Investment

Our funds philosophy aims to generate the best possible returns, in line with your clients' expectations and appetite for risk. In our view, active management expressed across diversified funds, whether single or multi-asset class strategies, is the best way to aim to achieve superior performance. Find out how we aim to do this through: • Expert asset allocation • Intensive research • Identifying high-quality securities and third party funds • Focussed risk management • Risk models created with the assistance of Moody's Analytics data - a leading name in economic research and risk management Capital at risk https://lnkd.in/eyGcEsqU #Investing #Funds #Investment

Is your financial institution equipped to manage the ever-evolving challenges around capital requirements and liquidity risk? Opensee is leading the way in tackling these challenges head on - with our integrated platform for data management at scale and real-time analytics that centralizes fragmented datasets and provide comprehensive insights, scenario analysis, and real-time monitoring. 🌟 Learn more in our latest article, featuring a success story of how a Tier 1 UK bank’s Group Treasury Department partnered with Opensee to create a robust Financial Resource Management platform for fast and effective liquidity and capital reporting. https://lnkd.in/ejRe9E8K #riskmanagement #liquiditymanagement #capitalmanagement #FRM #dataanalytics #financialresourcemanagement #liquidityrisk #datamanagement

I’m excited to share a recent article I wrote on smarter ways Australian super funds and portfolio managers can manage #liquidity risk. As regulatory requirements tighten, it's crucial to have robust solutions in place. With @ICE's Liquidity Indicators TM service, asset managers can integrate historical trade information and market data to assess liquidity accurately. This enables stress testing and proactive risk management.   Check out the article to learn more: https://lnkd.in/gsQc5hcA   #liquidityriskmanagement#financialregulations#fixedincome#assetmanagement

Rimes’ exclusive Asset Owner Insights: 2023-24 Performance Measurement Survey and Whitepaper, sponsored by Rimes and TSG has quickly become a must read among asset owners. With data gathered from over 30 global participants and 90 questions, it provides a groundbreaking overview of performance measurement practices across various asset owner segments. Be sure to download your complimentary copy today. https://lnkd.in/gEtMAEHJ #assetowners #performace #risk

With Nifty and Sensex seeing deep cuts, are bull markets merely taking a pause or are they turning? We are hosting a 𝘀𝗽𝗲𝗰𝗶𝗮𝗹 𝘄𝗲𝗯𝗶𝗻𝗮𝗿 𝗧𝗼𝗱𝗮𝘆 𝗮𝘁 𝟰:𝟯𝟬 𝗣𝗠 𝘁𝗼 𝗱𝗶𝘀𝗰𝘂𝘀𝘀 𝗠𝗮𝗿𝗸𝗲𝘁 𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗳𝗿𝗼𝗺 𝗮 𝗤𝘂𝗮𝗻𝘁𝗶𝘁𝗮𝘁𝗶𝘃𝗲 𝗟𝗲𝗻𝘀. Click here: https://bit.ly/3Nyx6VN Join us as Siddharth Vora, Head of Quant Investment Strategies and Fund Manager at PL Asset Management, decodes what PL's cutting-edge models are indicating about 𝗿𝗶𝘀𝗸 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁, 𝘀𝗲𝗰𝘁𝗼𝗿 𝗼𝗿𝗶𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻, 𝗺𝗮𝗿𝗸𝗲𝘁-𝗰𝗮𝗽 𝗮𝗱𝗷𝘂𝘀𝘁𝗺𝗲𝗻𝘁 𝗮𝗻𝗱 𝗺𝗼𝗿𝗲. Time is running out ⏰ 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗻𝗼𝘄

We catch up with Gary Reynolds, CIO, to discuss our risk controls for the Courtiers Multi-Asset Funds, including why we wouldn’t just add one of the ‘Mag Seven’ into the mix. If you want more information around the work that goes into each risk control – from Diversification to Delta-Adjusted Equity Exposure, watch the video, read our article, and learn about our methodology.  https://lnkd.in/ewHsrRHw