Increase operational efficiency
Operational alpha calculator
The right Investment Management Software (IMS) can help you generate more performance.
The right IMS helps you achieve Operational alpha through reduced operational risk & increased returns. At Limina, we’ve been in your shoes, receiving vague Return On Investment (ROI) pitches from vendors. Hence, we measure concrete results clients achieve from our software. The first case of Operational alpha using Limina IMS is related to reducing cash drag.
See the numbers yourself below!
How Limina helps you lower your cash buffer
Limina helps asset managers reduce the cash drag by making it possible to invest more of the available cash without the risk of an overdraft.
Limina doesn’t store cash balances or positions; we always calculate both from all underlying trades, accruals, deposits, etc. The result is a complete portfolio view that can, for example, include or exclude open orders, non-trading fees, etc. The system can also show exposure and cash ladders, enabling you to see your entire portfolio (positions and cash) on T+1, T+2, etc. These exposure and cash ladders strengthen asset portfolio management for multiple asset classes and scenarios:
- Managing cashflows, including dividends, coupons, etc
- Mutual fund settlement lags that vary between buy and sell orders
- When T+1 settlement for US equities arrive
The Limina IMS will make assumptions on open orders, for example, at which price your open and simulated orders will execute. You can see your prospective resulting cash, even for a simulated portfolio rebalance. As actual fills come in, the cash estimates are adjusted in real time and become more certain. Should you need to, you can modify the outstanding part of orders in the market.
