Ivaldi Capital Launches Portfolio And Risk Management Platform From Sophis

Ivaldi Capital, an alternative asset management platform which aims to manage alpha generating investments for major institutional investors has gone live on the Sophis portfolio and risk management platform, VALUE. Sophis VALUE provides Ivaldi with a fully integrated cross asset

By None

Ivaldi Capital, an alternative asset management platform which aims to manage alpha-generating investments for major institutional investors has gone live on the Sophis portfolio and risk management platform, VALUE. Sophis VALUE provides Ivaldi with a fully integrated cross-asset portfolio and risk management solution. The system’s flexibility enables easy integration with Citi which is acting as a prime broker, administrator and custodian to the platform.

The implementation at Ivaldi was completed in less than six months, with work starting in March and completed by August, enabling Ivaldi to meet its launch timeframe of 9th of September 2010. Based in London, Ivaldi was set up by former Citi employees. Three investors have already signed up to the platform – led by AP4, the fourth national pension fund of Sweden – and the €2 billion in committed assets from the initial investors will be drawn down in quarterly instalments of €400 million apiece.

Ivaldi selected Sophis VALUE, which is currently live at the firm with nine users, because of its ability to handle equity futures and CFDs, the flexibility of the system’s interfaces and its ability to be implemented in the timescales needed.

Ivaldi is one of six new hedge fund client wins for the Sophis VALUE solution in 2010, five of which are successfully in production with the sixth due to go live in December.

Pascal Xatart, CEO, Sophis, said: “2010 has been a very good year for Sophis so far with key wins across the asset management, hedge fund and family office sectors. Assuring investor confidence is essential for start-up funds and having a proven risk management system in place has become a primary consideration. VALUE is proving time and time again to be the best solution available.”

D.C.

«