Assessing the impact of a price change on a portfolio (Zoom)

With markets moving towards the central counterpartry (CCP) model, there is an urgent need for 'on-demand' margin tools, allowing the flexible deployment of a powerful margin engine where and when it is needed.

Margin Direct harnesses the power of Merlin Margin, the flexibility of web delivery and the user-friendly styling of a browser front end.

Typical Users of Margin Direct:

Front Office
- For prop traders and brokers
- Revalue portfolios throughout the day
- Try before you trade
- Values what-if scenarios

Middle Office
- Customer services can verify client queries swiftly without the need to rely on back office operations
- Offer to customer as a value-added tool

Back Office
- Independent verification of exchange and clearing house margin
- Double check calculations from internal legacy systems
- Testing tool for new markets
- Respond swiftly to customer queries - no need to wait for batches

Profit and loss

Magin Direct gives you quick access to on-demand profit and loss valuations at positions and portfolio level at any time of day. Gain an insight into the current, real-time position of your portfolio or insert sample figures to look at the possible results of changes made to a portfolio. Margin Direct allows you to select which data source to use allowing complete flexibility over what view is displayed.

Profit and Loss provides a snapshot of your portfolio (Zoom)