How I do I get visibility into the exposure of my company to counter-party risk from short term investments at the individual security leve
Answers
Dear Madam or Sir:
Apologies for the delay in getting back to you, technical problems on my end.
Direct to your question unless you have placed all securities with a limited number of brokers you are looking at a manual process. There are several nice software applicatins out there that can take an upload or manual input. Fopr one of my clients we had 5 managers for USD 3 bn in investments. Had a standard upload format direct to a softwre application that fed SAP in turn.
It all depends on how you are managing your investments.
David L. O'Brien, CTP
David,
Any insights on how to gain visibility if you are not a "huge" company with only a few million dollars invested in a fund? Any list of software providers/ solutions that you can share with us?