This is rather an odd press release as it is pretty short on detail, but as Collateral Management is becoming increasingly important (indeed the FSA stated at the start of this year that they would be keeping a close eye on it this year) and given the lack of too many software solutions out there (and I think Allustra's is one of the best) I thought I would include it for you:
29 May 2008
In their pursuit of greater returns, investment managers are
increasingly turning from traditional long-only to “130/30” strategies,
which focus on using the proceeds of short selling (the X%) to fund
additional long positions (the 100+X%) within portfolios. The
implementation of such strategies for funds not only changes their risk
profile in a major way but also introduces extra degrees of operational
complexity, new infrastructure requirements, and new levels of
understanding.
Most significantly, this creates the need for new, advanced and
more specialised collateral management: not only to guide managers
through complicated rules, such as those in the US’s 1940 Act and the
EU’s UCITS III, but also, very importantly, to give them the tools to
reduce their risk. With this in mind, Allustra today highlights the new
capabilities of its its industry-leading, collateral and margin
management solution, Kyros. These offer sophisticated features that
provide expert support to both investment managers and prime brokers as
greater and greater use is made of “Active Enhanced Strategies”.
Whether funds are shorting physically, through a securities-lending
approach, or synthetically, by using derivatives and portfolio swaps,
Kyros can seamlessly collate and allocate all the elements of
portfolios according to the rules of CSAs and other agreements: the 1X0
long positions (securities and uninvested cash) and the X0 short
positions (stock borrows, reverse repos or derivatives). Kyros then
automatically calculates the latest margin requirements and leverage
ratios, providing efficient and effective end to end management of the
collateral process.
Mark James, Allustra’s Managing Director, comments, “The new
operational needs of UCITS III and 1X0/X0 strategies have, in some
cases, rather overwhelmed the market, especially when it comes to
collateral and margin management. I’m pleased to say the powerful
features built into Allustra’s Kyros can now help collateral managers
securely and confidently support these new strategies.”
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Allustra announces new capabilities for its Collateral Management Software
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