Martin Currie identified the need to replace its current vendor-provided system with a new risk system that would be flexible and customizable, matching Martin Currieâs boutique investment style. The firm selected SunGardâs APT because it can support its growth as it expands funds into different regions and countries. APT further provides both a range of risk factor models and the ability to build bespoke geographical models.
At Martin Currie, the risk management team works closely with the portfolio managers. The daily, weekly and monthly reporting requirements across all funds will be automated through APT so that the risk management team can focus on improving returns by offering advice on portfolio construction before trading decisions are made.
Paul Hughes, head of risk at Martin Currie, said, "Martin Currie views itself as a âbig boutique', offering the solidity, professionalism of execution and robustness of process of a large company, combined with the distinctiveness, client focus and personal ownership of a small company. SunGardâs APT helped us reflect this ethos in our risk management by delivering a highly customized portfolio risk solution that is easily integrated into our own unique framework.â
Tim Green, head of SunGardâs alternative investments business, said, "An increasing number of investment managers contact us to find out how they can take an integrated approach to risk management. By providing pre-trade decision support and risk analysis in addition to risk reporting, APT helps investment management businesses integrate risk into investment decisions to help improve returns.â