September 14, 2012
Trust added client collateral to the categories managed by its Exposure
Analysis tool, to help institutional clients collect complex information at the
fund or plan level. ---
Exposure Analysis offers institutional investors and asset
managers an understanding of the effect that a single entity has on a fund or
plan as soon as market events occur.
Available on Northern Trust’s Web portal, Passport, the tool
provides information on collateral positions in an entity as well as market
exposure to physical assets and counterparty exposure to over-the-counter
“As the market has evolved and clients seek more transparency
[in] their portfolios, our tools have been enhanced to allow our clients to
monitor their exposure to determine how their fund or plan may be impacted,” said
Debra Clayton, product manager for corporate and institutional Services.
Clients worldwide can enter a security identifier or issuer
name via the tool and immediately receive total client collateral positions in
any one entity across asset types and accounts. Exposure Analysis shows clients
their collateral positions through amount, location and status of collateral.
The addition of collateral exposure to market, counterparty and securities
lending positions expands clients’ view of portfolio exposure to help them
ensure that they have effective risk management and compliance oversight
programs in place.