Merlin’s operational solutions let you grow your business without sacrificing workflow efficiencies or marketplace maneuverability, and are especially suited to handling the complexities of multiple Separately Managed Accounts (SMAs). Our multi-prime, multi-custodian platform, coupled with MerlinSHARP™ shadowing capabilities, give managers unparalleled vision into and control over the full spectrum of their investment portfolios, whether they maintain a prime brokerage arrangement with Merlin or not.
SMAs increase the complexity of your trading workflow and risk management. With Merlin's integrated analytical tools like Compass, you can easily manage this complexity without adding overhead.
The advantages that Merlin brings to SMA management include:
Enhanced oversight
Merlin’s sophisticated reporting and analytics tools allow you to create customized views into
all your SMAs.
Streamlined operations
For identical funds or SMAs, Merlin’s “pari passu” allocation and rebalancing tools enable any two funds to stay in line via automatic daily reconciliation.
Managed complexity
Whether you manage a single fund, multiple funds, or a group of fund mangers, our open
architecture, multi-prime platform is designed to handle the complex needs of your business,
wherever it might take you.
Capital introductions
Our Capital Development team can help make the right connections between portfolios and
additional managers and/or sources of funding.