For you, risk isn't a single operation—it’s a convergence of P&L, performance, risk and shadow NAV.
One real-time platform, multiple operations – all on a single book of record for continuous, seamless workflows.
Taking advantage of the market requires more than wipe-and-load position views and non-integrated workflows.
Regulatory pressures on one end and client relationship management on the other. We’ve got your back on everything else.
Liquid Holdings Group provides a modern order, execution and risk management system, which we augment with outsourced IT and middle-office services. We exist to simplify success for today's institutional investment manager.
Once we received a call from a managed account client, who had their money parked in two funds. He asked why we were up .1x, while the other fund manager was down .3x. Rather than spending the manpower and time building a response using off-the-bar/archaic spreadsheets, I can hit a couple of buttons and respond in a matter of seconds. Their response was "If we send you a couple million now, can you get it to work by 4 o'clock?" The point is having the ability to answer investors questions when it matters. We find it liberating to have the tools to generate reports in real-time, every day with profound data to back up and support allocation decisions. And my clients have the same luxury.
LiquidMobile provides our team with modern, real-time analytics and dashboards to proactively manage our investments and client relationships, whether in the office or remotely.
LiquidMobile puts all of the performance and risk data I need in a consolidated dashboard. It's a great quick reference tool for the front and back office.
Before we even thought about trading any instrument, we had to have the infrastructure in place to ensure that each position could be quickly accounted for with respect to not only static risk calculations such as value-at-risk, but also our own active and dynamic risk slide, which shocks the portfolio through a multi-variable process and gives our team a clearer picture of the real risk in our portfolio.