Friday, 27 March 2015
Last updated 4 hours ago
Apr 27 2011 | 11:19am ET
Prime broker Merlin Securities will offer its analytics and reporting platform as a standalone software solution for the investment community.
The unbundled version of MerlinSHARP has “minimal implementation requirements” and can be accessed via the Internet on a software-as-a-service model. The software allows users to aggregate information from multiple prime brokers and custodians and produce customized reports. MerlinSHARP facilitates transaction-based attribution, risk reporting, exposure over time analysis and custom bucketing of portfolio characteristics. It also includes a customized reporting tool that allows investors to generate reports on-the-fly.
John Quartararo, partner at Merlin, has been named head of sales and marketing for Merlin Technology.
“Merlin’s approach is to understand and address the needs of our clients and their need to meet the requirements of their investors,” said Quartararo. “Now we are able to bring that approach to a much broader universe of money managers, including hedge funds, mutual funds, family offices and high-net-worth individuals. Investors today require multi-prime and multi-custody arrangements; managed account capabilities; increased transparency; and portfolio, risk and attribution reporting. MerlinSHARP has long been an industry standard for helping money managers cost-effectively meet these needs.”
Mar 9 2015 | 6:35am ET
As more investors look to diversify, many are beginning to use retirement funds to invest in alternative assets such as private equity and real estate. Kelly Rodriques, CEO & President of PENSCO Trust Company, explains how companies can connect with those looking to use their retirement accounts in a different way. Read more…
Mar 20 2015 | 12:45pm ET
StreetWise Partners, a non-profit organization that works with low-income individuals to help them overcome employment barriers, raised over $275,000 at the 2015 Raising the Ante Charity Poker Tournament and Casino Event last Wednesday evening at Capitale. Here are some photos from the event. Read more…