Analysts Laud OpenLink’s Enterprise Collateral Management Solution

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Chartis Research and Woodbine Associates Cite OpenLink’s Comprehensiveness

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"Our product’s complete and comprehensive status within the industry is a reflection of our commitment to continuous innovation to exceed the expectations of our clients," said Ken Knowles, OpenLink’s EVP for Financial & Risk Solutions.

OpenLink Financial LLC (OpenLink), the global leader in Transaction Lifecycle Management (TLM) software, announced today that its Enterprise Collateral Management solution has been deemed a category leader by leading independent industry analyst firms Chartis Research and Woodbine Associates.

Chartis Research’s Enterprise Collateral Management Systems study names OpenLink a “Category Leader” in its RiskTech Quadrant, awarding OpenLink the highest ranking for “Completeness of Offering.” Chartis based its evaluation on a broad set of criteria, including, enterprise-wide collateral inventory, collateral optimization, limits and exposure management/alerts, valuation, margin calculations, scenario analysis, settlement management, document management, workflow management, integration capabilities, management reporting, data management, and embedded domain knowledge. These criteria dovetail with OpenLink’s approach of providing the most comprehensive coverage for market participants, including a Margin Desktop covering initial and variation margin of exchange-traded and cleared products including equities, futures, and swaps; and a Collateral Management Desktop covering bilateral OTC transactions, repurchase agreements, securities lending, commodity annexes, letters of credit and parental guarantees.

Peyman Mestchian, Managing Partner at Chartis Research, said, “The requirements for global enterprises are constantly changing and becoming more complex. As the needs of these market participants evolve more rapidly, it will no longer be just a requirement but a basic necessity to have open systems with robust, flexible functionality like OpenLink.”

Woodbine Associates’ Collateral Management and Vendor Systems report compared nine collateral management vendors, with OpenLink placing the highest in terms of cross asset product coverage, including, OTC derivatives, fixed income, credit, equity, commodity, FX, repo, securities lending, exchange traded derivatives, loans, volatility derivatives, and base and precious metals. Woodbine notes in the report that “OpenLink’s system provides seamless integration between the collateral and risk management functions. The system’s robust analytics and central database allow users to manage and evaluate risk and collateral needs simultaneously on a single operation platform with extensive scenario modeling capabilities.”

Ken Knowles, OpenLink’s EVP for Financial & Risk Solutions, said, “We respect Chartis and Woodbine for their rigorous reviews of vendors in the collateral management space. Our product’s complete and comprehensive status within the industry is a reflection of our commitment to continuous innovation to exceed the expectations of our clients.”

About OpenLink

Founded in 1992, OpenLink ( provides decision support software solutions for transaction lifecycle management. This software encompasses financial and physical cross-asset trading, risk management, related operations processing and portfolio management for commodity, energy and financial services markets and industries globally. The Company is a high growth, private equity-backed global software and services business serving energy, commodities, financial institutions, agribusiness, food & beverage, and corporate customers.

OpenLink's best-in-class products help clients manage their commodity, energy, and financial instrument trading activities across the entire trading and supply chain lifecycle. Founded in 1992, the company has grown both organically and through strategic acquisitions, and generated pro forma revenue of over $300 million in 2011.

The company services over 500 clients, including a world-class customer base of 12 of the world's largest commodity and energy companies, nine of the largest financial institutions, and 11 of the largest central banks.

The Company has over 1,200 employees in its 12 global offices on five continents. Based in Uniondale, on Long Island, NY, it has additional offices in New York City, Houston, London, Berlin, Vienna, Toronto, Moscow, São Paulo, Singapore, Dubai, and Sydney.

OpenLink has received multiple industry awards and recognition in 2011, including being ranked as the industry leader by Gartner and ranked first in its class by Energy Risk Magazine for Commodity/Energy Trading and Risk Management (C/ETRM) systems.

OpenLink was acquired in October 2011 by leading private equity investment firm Hellman & Friedman LLC.

About Chartis Research
Chartis Research is the leading provider of research and analysis on the global market for risk technology. Our goal is to support enterprises as they drive business performance through better risk management, corporate governance and compliance. Chartis analyses the systems, products, vendors, applications and trends in the risk technology marketplace. This analysis is published in our flagship industry reports, white papers and research articles.

RiskTech Quadrant is a registered trademark of Chartis Research. Chartis Research is authorised and regulated by the Financial Services Authority (FSA) in the UK. See

About Woodbine Associates: Capital Markets Research and Consulting
Woodbine Associates is a unique consulting and research firm serving companies and professionals operating in and supporting the capital markets industry.

Founded and staffed by highly experienced industry professionals, Woodbine Associates is raising the bar for consulting services and quantitative, qualitative, and survey-based research on critical capital markets issues. The backgrounds and experience level of our consultants enable us to provide greater insight into the issues and render more informed opinions, viewpoints, and advice than has traditionally been available from consultants and business research analysts.

We provide a range of customized consulting services and research to the investment management, hedge fund, broker/dealer, and technology vendor communities.

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Caitlin Mitchell
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