Leverage Management


Lending securities from the long book, cash management, portfolio margining, and changes in treasury function are often underutilized leaving alpha on the table.

Our deep and practical experience implementing strategic financing activities can contribute to real performance points for our clients. A common overlooked aspect of a portfolio is a short position’s borrow rate. The art of managing PB relationships, coupled with the skill of managing borrow rates, is an alpha generative service we provide. As an authorized trader, we can secure and manage an optimal short book across multiple PBs, potentially saving the fund significant performance erosion.


A fund could gain significant return implementing proactive automated treasury management processes. These processes include cash management and movement, margin calls/repo operations, financing wallet, lending optimization (long & short), liquidity management, collateral management, counterparty risk management, and FX exposures.


Bespoke Offerings

Global Multi-Asset Trading

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Leverage Management

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Operational Solutions

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