Finadium report: Understanding the collateral management technology vendor market

Finadium released a report this morning, “A Strategic Guide to Collateral Management Technology Vendors,” covering the landscape and products of collateral management technology vendors. Like many Finadium reports, the focus is on breaking down the potentially confusing array of products to identify commonalities and differences in the marketplace. The report includes write-ups on eight leading vendors.

Technology vendors of collateral management solutions are entering a new phase of their development marked by increasing product sophistication, a greater number of clients, and competitors emerging from diverse parts of the market. The opportunities created by regulations and the convergence of risk, collateral and trading applications are substantial. At the same time, fast moving markets and changing regulatory requirements represent significant challenges. For vendors, the need for agility and nimbleness is at a premium.

Collateral management has evolved past margin management to encompass a range of smart, workflow-oriented activities catering to the buy side, sell side, central counterparties (CCPs), custodians and infrastructure providers. The leading vendors in this space have carefully thought through their clients’ needs including collateral optimization and reporting, and can make the case that their systems will generate demonstrated cost savings or revenue generation in the majority of cases.

In its report, Finadium has reviewed eight vendors of collateral management technology to identify their strategic positioning and functionalities. The report is intended to assist sell side and buy side managers and their advisors in narrowing down products that could be a potential best fit for their organizations. Finadium does not provide a ranking of systems, as there are enough differences between providers that a short-list can be created for multiple categories and client needs. Rather, Finadium aims to provide enough details for managers to get past the first round of due diligence and start scheduling meetings with potential good matches.

For more on this report including the table of contents, please visit the Finadium website for the press release.

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