One real-time system on a single book of record for seamless front-office workflows.
For you, risk isn't a single metric—it’s a convergence of performance, risk and shadow NAV.
Taking advantage of the market requires more than wipe-and-load position views and non-integrated workflows.
Regulatory pressures on one end and investor mandates on the other. We’ve got you covered on everything else.
Liquid Holdings Group provides the buy side with cloud-based order, execution and risk management solutions, which we augment with outsourced middle-office services.
From our first meeting, it was clear that a lot of thought had been put into the design of the Liquid platform to support a hedge fund’s operations. We rely on Liquid to implement and manage equity and options strategies across our hedge funds, mutual fund, and institutional managed accounts. We feel very comfortable that we have found the right partner to meet our trading technology needs.
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.
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.
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.
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.