Operational Support

With access to customizable summary-level reports, multiple custodians, comprehensive trading opportunities, and back office operational support, Merlin provides fund managers with the tools they need to keep themselves and their investors informed.

Merlin’s investor tools include:


Reporting and analytics

Including performance attribution, risk analysis, multiple benchmark comparisons, distribution
of returns, and more


Trading

Featuring one of the most flexible trading platforms in the industry, plus in-house and outsourced
trading desks


Investor communication and transparency

Allowing portfolio managers to focus on strategy while communicating more frequently and with
greater sophistication


Diversified custodial risk

Our clients can choose to custody assets at J.P. Morgan Clearing Corporation and/or Goldman Sachs(GSEC), and we are fully integrated with Northern Trust