Nextam Partners Goes Live with SunGard’s APT for Multi-Asset Risk Modeling, Analysis and Reporting

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Nextam Partners, a leading Italian independent investment management company, has gone live with SunGard’s APT to support its multi-asset risk modeling, fund risk analysis and fund services reporting activities.

Nextam Partners, a leading Italian independent investment management company, has gone live with SunGard’s APT to support its multi-asset risk modeling, fund risk analysis and fund services reporting activities. SunGard’s APT combines user-defined criteria with multiple industries, as well as economic and external factors, to help firms facilitate the measurement and forecasting of risk, portfolio construction and optimization and regulatory compliance.

APT helps Nextam to meet new regulatory mandates, both global and local, and address changing client requirements. The company required an independent risk management solution that could provide a view on performance from both the perspectives of risk adjusted returns and relevant risk when managing regulatory and client requirements. Nextam also needed to provide its fund managers with margin risks on potential positions, pre-trade analysis and portfolio optimization tools, as well as offering daily reports to clients and company stakeholders.

APT is helping Nextam deliver risk and performance attribution information and reporting in a straight-through processing environment, with detailed analysis of risk according to Italian legislation. The solution integrates with Nextam Partners’ performance attribution system to provide risk adjusted return figures, as well as with its internal accounting and asset management systems to provide a straight-through risk management process.

Luca Coppola, head of risk at Nextam Partners, said, “With SunGard’s APT, we have a sophisticated risk management solution that is compliant with Italian legislation. The solution provides a simple and efficient way of analyzing the risk of our funds, and provides detailed breakdowns and attributions of the origins of risk. It also helps us add value to our unit holders and investors, and helps us bolster our funds business in Italy, which today requires greater sophistication in terms of risk analysis, performance attribution and actual fund management due to strict local regulations.”

Ettie Takacs, chief operating officer of SunGard’s APT business unit, said, “The international investment management industry needs flexible and reliable market risk models and tools that stay current with changing industry requirements. APT continues to grow in Europe through our European and multi-asset model coverage, complemented by our dedicated local support team. Our specialist team worked closely with Nextam Partners helping ensure that APT's risk reporting was in line with the Bank of Italy’s requirements.”

About Nextam Partners
Nextam Partners is one of Italy's leading independent investment management companies. The group is created and administrated by a team of experienced fund managers aimed to provide excellent returns thanks to an active style of investing and an emphasis on quality. By not being part of any banking or insurance group Nextam Partners is focused on offering an asset management service based on quality by avoiding any conflicts of interests with its clients. For more information, please visit http://www.nextampartners.com

About SunGard’s APT
SunGard's APT provides investment technology for a broad range of asset classes, countries and regions including data and software for understanding market risk, credit risk, liquidity risk and for portfolio construction and performance analysis. APT provides investors with statistical market risk models, performance and risk analytics and portfolio optimization and construction tools. APT's customers include institutional and retail asset managers, pension funds, private wealth managers, hedge funds, broker/dealers, prime brokers and proprietary traders. http://www.sungard.com/apt/learnmore

About SunGard
SunGard is one of the world's leading software and technology services companies. SunGard has more than 20,000 employees and serves 25,000 customers in 70 countries. SunGard provides software and processing solutions for financial services, higher education and the public sector. SunGard also provides disaster recovery services, managed IT services, information availability consulting services and business continuity management software. With annual revenue exceeding $5 billion, SunGard is ranked 380 on the Fortune 500 and is the largest privately held business software and IT services company. For more information, please visit SunGard at http://www.sungard.com.

Trademark Information: SunGard, the SunGard logo, and APT are trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries. All other trade names are trademarks or registered trademarks of their respective holders.

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Toby West

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