Value-Added Services

Technology & Support

We offer innovative, risk-based portfolio margining across instruments and asset classes. Financing and reporting options are specifically tailored to client requirements.

Newedge Pulse, our single sign-on client portal, offers a complete look at your trade and account information:

  • Multi-currency statement
  • Multi-asset consolidated reporting
  • Allocation and split tools
  • Custom queries
  • Trade matching
  • Scheduling and exports
  • Market commentary

Financing and Risk Management

We offer financing options that are specifically tailored to client requirements and the different assets and instruments traded. We analyze a customer’s requirements, legal structure and business before providing a personalized risk management solution. Our offer covers the following products and services:

  • cross margining
  • collateralized loans
  • margin financing
  • commodity inventory financing
  • stock lending
  • repos
  • performance swaps
  • margin trading (FX, CFDs)
  • portfolio margining

Securities Lending and Borrowing

Newedge clients who wish to borrow securities may take advantage of our access to an extensive pool of securities.

For hard-to-borrow securities, the Newedge equity finance desk seeks to locate through multiple liquidity providers. We also maintain an auto-borrow facility which is made available to clients.

Bespoke UCITS Solutions

We have developed a comprehensive UCITS offering to help service clients launching products in multiple jurisdictions and across many different hedge fund strategies. Newedge has taken a customised, open architecture approach to servicing UCITS compliant hedge fund strategies, giving clients full flexibility to tailor products to meet their own specific requirements.

Capital Introductions

Our knowledge and depth of experience facilitates introductions of hedgefund mangers to closely suited investors. We specialise by investor type with dedicated coverage for sophisticated global investors including pension funds, endowments, sovereign wealth, fund of funds, family offices and high net worth individuals.

A client-specific program is built for the different stages of a fund’s lifecycle, from pre-launch seeding and profile raising, through to manager showcases, road shows and marketing trips.

Market Analysis

The Market Analysis team produces a range of unique reports, white papers, as well as managing a proprietary database of over 1,500 funds used by many investors in their manager identification and selection process.

Our AlternativeEdge Snapshots are designed to analyze a broad group of thought-provoking issues related to alternative investments in a brief, manageable format.

Managed Account Solutions

Managed accounts are an established means of gaining individual exposure to a managers programme with the additional benefits of asset control, transparency and notional funding.

We have a substantial business supporting managed account investors through individual managed accounts as well as through servicing the managed account platforms. We offer investors access to our customised proprietary reporting tool, GPMxA, allowing investors to monitor and analyse their managed account portfolios.