Neptune Investment Management Selects SunGard’s APT to Help Manage Risk and Meet UCITS Requirements
London, UK – 02 November, 2011
Neptune Investment Management, a boutique investment manager, has selected SunGard’s APT, a leading risk management and portfolio construction solution, to help with internal and external risk reporting. Neptune, which has over £7 billion assets under management, will use APT to help it meet UCITS IV regulatory requirements and enhance its risk management processes.
Neptune, recently named Best Boutique Fund Group at the 21st annual Money Marketing Financial Services Awards, selected APT to help it strengthen its risk management function with factor-based methodology, stress testing and robust Monte Carlo Value at Risk (VaR) calculation. APT also provides automated risk reporting.
APT will be used across Neptune’s UCITS funds. “UCITS is fast becoming a global regulatory standard,” said Dushyant Shahrawat, senior research director at TowerGroup, a Corporate Executive Board company. “As organizations try to mitigate risk, investors value the transparency UCITS offers as risk reporting has become an important compliance mandate for investment managers.”
Gavin Creary, risk officer at Neptune Investment Management, said, "The integration of APT is designed to augment our risk management processes and will help add significant value company-wide.”
Rob Mackay, chief operating officer of SunGard’s APT business unit, said, "APT will help Neptune’s fund managers gain a clear perspective on the drivers of risk and return. APT’s flexible analytics are easily integrated into Neptune’s existing infrastructure, helping it benefit from robust risk management and risk reporting.”
About Neptune Investment Management
Neptune is an independent fund management company, and was founded in May 2002. Neptune’s funds are marketed through intermediaries, are registered on the industry’s principal platforms and have been chosen by a number of pension fund consultants in the institutional marketplace.
Neptune’s unique investment approach looks at the World primarily by global industry sector rather than by country or region. However, economic and national factors are taken into consideration and Neptune offers single region and country portfolios alongside its global funds.
The Neptune Investment Philosophy is built on the premise that global companies dominate the areas in which they operate. As such, Neptune believes that there is usually no more than a handful of companies in each area worth investing in. Once Neptune has identified those global sectors which they believe have the most attractive opportunities for growth, its team identifies what it believes are the key companies in those sectors, largely regardless of where they are based.
This combination of its global sector overview and strong bottom-up stockpicking forms the rigorous and proven investment process used across all of Neptune’s funds.
The value of an investment and the income from it can fall as well as rise due to market and currency fluctuations and you or the client may not get back the amount originally invested.
Neptune Investment Management Limited (“Neptune”) which is authorised and regulated by the Financial Services Authority, 25 The North Colonnade, Canary Wharf, London E14 5HS FSA Number 416015 and is registered in England and Wales No. 4341768. For more information, please visit www.neptunefunds.com
About SunGard’s APT
SunGard's APT provides investment technology for a broad range of asset classes, countries and regions including data and software for understanding market risk, credit risk, liquidity risk and for portfolio construction and performance analysis. APT provides investors with statistical market risk models, performance and risk analytics and portfolio optimization and construction tools. APT's customers include institutional and retail asset managers, pension funds, private wealth managers, hedge funds, broker/dealers, prime brokers and proprietary traders. www.sungard.com/apt/learnmore
SunGard is one of the world's leading software and technology services companies. SunGard has more than 20,000 employees and serves more than 25,000 customers in more than 70 countries. SunGard provides software and processing solutions for financial services, higher education and the public sector. SunGard also provides disaster recovery services, managed IT services, information availability consulting services and business continuity management software. With annual revenue of about $5 billion, SunGard is ranked 434 on the Fortune 500 and is the largest privately held business software and IT services company. Look for us wherever the mission is critical. For more information, please visit www.sungard.com.
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