Apex Collateral. The ultimate vantage point

Enterprise-wide Inventory
Enterprise-wide Inventory
Enterprise-wide Inventory

Converging silos to provide a consolidated view across multiple product lines

Collateral trading
Collateral trading
Collateral trading

Collateral upgrade and financing trades direct from real time collateral inventory

Collateral optimization
Collateral optimization
Collateral optimization

Numerical optimization algorithms to minimize cost of collateral and maximize return on assets

Enterprise collateral operations
Enterprise collateral operations
Enterprise collateral operations

Tailored, cross product support for collateral operations, incorporating flexible agreement management and workflows

Risk management
Risk management
Risk management

Understand the multi-dimensional aspects
of collateral
management risk

Regulatory compliance
Regulatory compliance
Regulatory compliance

The tools to respond to changing regulatory demands

You need to see the whole picture to achieve enterprise collateral management and optimization

red arrow Collateral trading   red arrow Enterprise-wide inventory   red arrow Collateral optimization

A real-time, global inventory that allows you to trade directly from it and manage your firm’s collateral asset pool in the most optimal way. Learn more.

A universal view of assets across products, asset classes and geographies, helping you to keep track of who collateral is held from and posted with and at what rate across the firm. Learn more. Numerical optimization algorithms to minimize cost of collateral and maximize return on assets. Learn more.                
red arrow Collateral operations red arrow Risk management red arrow Regulatory compliance
Tailored, cross-product support for collateral operations, incorporating flexible agreement management and workflows. Learn more.                                Better understand the multidimensional aspects of collateral management risk. Learn more.                                 Create a best practice for the collateral management environment that delivers compliance and responds to changing regulatory demands. Learn more.

red arrow Insights                                  red arrow News                                            

White Paper: The Changing Environment of Collateral for the Buy Side
Global regulations have brought about increased challenges and costs associated with the use of collateral. The ability to pool collateral assets and prioritize asset utilization is an integral part of a firm’s success today and into the future, as regulators are changing the game when it comes to capital requirements.

White Paper: Six Lessons on Collateral Management from US Asset Managers
In partnership with Finadium, this report represents six lessons on building a US culture of collateral management as noted by asset managers themselves. These lessons range from the mechanics of internal collateral management to market developments that will encourage managers to take action sooner rather than later.

White Paper: Managed Services: How to make it work for your business
In this white paper SunGard explains the benefits of managed services for the securities finance and collateral management industries.

White Paper: Building a Culture of Collateral Management at US Asset Managers
In this white paper Finadium discusses why building a culture of collateral management in the US is important from a financial and competitive standpoint. The report also presents six lessons on building a US culture of collateral management as noted by asset managers themselves.

Webinar: Collateral Optimization – Strategic Margin Management for Clearing and Collateralization
In a complimentary webinar, industry experts explore the practical challenges and opportunities firms face when optimizing collateral movements to support increased collateral demands for clearable swaps and bilateral OTC derivatives. April 2012.

White Paper: What is Enterprise Collateral Management?
In this paper SunGard and InteDelta explore the drivers for an approach to holistic, firm-wide collateral management. March 2012. 

Chartis Names SunGard a Category Leader in Enterprise Collateral Management
October 11, 2012 – New York, NY – Chartis Research has positioned SunGard Financial Systems as a category leader in its RiskTech Quadrant for enterprise collateral management solutions. SunGard is the only vendor recognized as a category leader for both the trading and banking books.

SunGard launches Apex Enterprise Collateral Management Solution
Wayne, Pa. – March 26, 2012 - SunGard has added a cross-enterprise collateral management and optimization solution to its collateral management suite. Apex Collateral helps banks, broker dealers and asset managers improve risk management, make the best use of their collateral assets, and support the shift towards central clearing of over-the-counter (OTC) derivatives.

Video Presentations