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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.


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