Customer Portfolio Margin:

 

Hedge funds opt for Customer Portfolio Margin (CPM) to reduce their margin charges on diversified portfolios. CPM is an extension of RBH engine and has all its architectural robustness. House Margin file will be needed to load margin percent for stocks, hard to borrow securities, etc. Following are the asset classes / salient features of MiddleLink CPM product:

 

  • CPM Core
    • CPM Core module
      • Equities, Equities Options, Single Stock Futures
      • Index Futures, Index Options
      • Currency Futures & Options
    • House Margin customized for each Prime
  • Stock Basket
    • Domestic
    • International
    • Fixed Income and commodity futures
  • Commodity Futures & Options through SPAN with House Margin
  • Fixed Income
  • What-If
    • Simulate and evaluate your own scenario with positions and market price
    • Juxtapose the scenarios with real time position of the firm
    • Play with new positions for hedge to reduce margin charge

 

Please contact us for a price quote / demo.

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