Sun, Oct 4, 2015
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Industry Updates

Neptune selects SunGard’s APT to help manage risk and meet UCITS requirements

Wednesday, November 02, 2011
Opalesque Industry Update – Neptune Investment Management, a boutique investment manager, has selected SunGard’s APT, a leading risk management and portfolio construction solution, to help with internal and external risk reporting. Neptune, which has over £7 billion assets under management, will use APT to help it meet UCITS IV regulatory requirements and enhance its risk management processes.

Neptune, recently named Best Boutique Fund Group at the 21st annual Money Marketing Financial Services Awards, selected APT to help it strengthen its risk management function with factor-based methodology, stress testing and robust Monte Carlo Value at Risk (VaR) calculation. APT also provides automated risk reporting.

APT will be used across Neptune’s UCITS funds. “UCITS is fast becoming a global regulatory standard,” said Dushyant Shahrawat, senior research director at TowerGroup, a Corporate Executive Board company. “As organizations try to mitigate risk, investors value the transparency UCITS offers as risk reporting has become an important compliance mandate for investment managers.”

Gavin Creary, risk officer at Neptune Investment Management, said, "The integration of APT is designed to augment our risk management processes and will help add significant value company-wide.”

Rob Mackay, chief operating officer of SunGard’s APT business unit, said, "APT will help Neptune’s fund managers gain a clear perspective on the drivers of risk and return. APT’s flexible analytics are easily integrated into Neptune’s existing infrastructure, helping it benefit from robust risk management and risk reporting.”

(press release)

About Neptune Investment Management
Neptune is an independent fund management company, and was founded in May 2002. Neptune’s funds are marketed through intermediaries, are registered on the industry’s principal platforms and have been chosen by a number of pension fund consultants in the institutional marketplace.

See recent article: 19.10.2011
Neptune to launch long/short UCITS fund which will use basket swaps at a global sector level Source

About SunGard’s APT
SunGard's APT provides investment technology for a broad range of asset classes, countries and regions including data and software for understanding market risk, credit risk, liquidity risk and for portfolio construction and performance analysis. APT provides investors with statistical market risk models, performance and risk analytics and portfolio optimization and construction tools. APT's customers include institutional and retail asset managers, pension funds, private wealth managers, hedge funds, broker/dealers, prime brokers and proprietary traders.

About SunGard
SunGard is one of the world’s leading software and technology services companies. SunGard has more than 20,000 employees and serves over 25,000 customers in more than 70 countries. SunGard provides software and processing solutions for financial services, education and the public sector. SunGard also provides disaster recovery services, managed IT services, information availability consulting services and business continuity management software. With annual revenue of about $5 billion, SunGard is ranked 434 on the Fortune 500 and is the largest privately held business software and IT services company.


What do you think?

   Use "anonymous" as my name    |   Alert me via email on new comments   |   
Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Performance - Hedge fund moguls Einhorn, Loeb, Rosenstein lose money in September, Risky strategy sinks small hedge fund[more]

    Hedge fund moguls Einhorn, Loeb, Rosenstein lose money in September From Billionaire stock pickers David Einhorn, Daniel Loeb and Barry Rosenstein on Wednesday told their wealthy investors they lost money in September as market turmoil inflicted more pain on some of America'

  2. Opalesque Exclusive: IRAs represent billions of untapped capital for hedge funds[more]

    Benedicte Gravrand, Opalesque Geneva: Retirement accounts might not be the first source that comes to mind for those looking to raise funds, but they may represent billions of untapped capital. Unlike traditional retirement accounts,

  3. Opalesque TV: One way to access market hedge funds in the EU under the AIFMD radar[more]

    Benedicte Gravrand, Opalesque Geneva: While the Cayman Islands, the US and Hong Kong await the pan-European marketing passport to be extended to alternative investment fund

  4. Vilas’ equity long bias hedge fund generates market-beating results[more]

    Komfie Manalo, Opalesque Asia: The Vilas Fund, an equity long bias fund managed by Chicago, Illinois-based Vilas Capital Management, posted five-year annualized returns, net of fees, of 23.47% vs. 15.87% for the S&P 500 Index, including divid

  5. Performance - Manager admits spin used to hide poor performance, Fortress macro hedge fund slumps 17.2% amid manager shakeup, In the hedge fund world, bigger is still better[more]

    Manager admits spin used to hide poor performance From … Colin McLean, managing director of SVM Asset Management, told FTAdviser that fund managers underperform all the time, so stories are often needed to mask or explain this. “People need to build a good framework