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Perennial Value Selects Imagine Software to Manage Risk for New Wealth Defender Product

Imagine Software, a leading global provider of financial risk and portfolio management solutions, today announced that Perennial Value, an Australian-based investment firm managing $8.2 billion on behalf of institutional and retail clients, has selected Imagine’s award-winning, cloud-based service to mitigate the risks associated with capital preservation for its long-equity shares trust. “Imagine can easily aggregate

  • Editorial Team
  • August 21, 2014
  • 1 minute

Imagine Software, a leading global provider of financial risk and portfolio management solutions, today announced that Perennial Value, an Australian-based investment firm managing $8.2 billion on behalf of institutional and retail clients, has selected Imagine’s award-winning, cloud-based service to mitigate the risks associated with capital preservation for its long-equity shares trust.

“Imagine can easily aggregate extremely complex positions, capture risk, and manage equity derivatives, allowing us to successfully generate the returns expected by our Wealth Defender investors,” said Dan Bosscher, Portfolio Manager at Perennial Value. “Imagine has a deep understanding of the derivatives space, and we rely on the firm’s technical precision and accuracy to effectively manage risk and provide our clients with the appropriate protection strategies.” Bosscher added that having local support from Imagine’s on-the-ground team in Australia is instrumental in helping Perennial Value to build a customized system that addresses its unique challenges.

Brendan Quinn, Director of Sales at Imagine Software, said, “We take great pride in providing a global service that addresses the local challenges faced by our clients, and we are delighted to partner with Perennial Value in providing efficient and timely risk management to protect their assets.”