How Cassini helped a Phase 4 Asset Manager reach Front-to-Back compliance with UMR

Case Study

This global top-tier Hedge Fund Manager based in the US, is  active within the over-the-counter (OTC) and exchange-traded derivatives (ETD) markets, as well as securities lending and repo. Like most other firms in the industry, they needed to become compliant with UMR and substantially increase their regulatory IM vs the non-regulatory IM. 

Choosing the right SIMM™ software and analytical tools was fundamental for this firm so they could approach funding, liquidity and operational challenges more strategically, minimize their impact and, ultimately, optimize their portfolio to get the best performance possible.

This case study delves into how this Hedge Fund Manager onboarded Cassini for front-to-back compliance with UMR, the issues they were previously facing and the reason they chose Cassini's SIMM and analytical solution to cover the full lifecycle of a trade.


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