Holdings More Secure than a Net

As hedge funds and other alternative asset managers navigate the 'new normal' - a marketplace with more assets than ever before, coupled with changing fee models and transparency requirements - solutions that allow managers to spend more time mastering alpha generation while creating operational efficiencies across the business are a premium. For an industry that is ultra-competitive, 90% of the $2.2 trillion in assets are controlled by the top 500 hedge funds out of the 8,200 single-manager funds navigating the waters. And with the growth in assets and players, today's institutional investor has grown to become more savvy, curious, and cautious about where their investments are being held, who is managing them, and with what infrastructure. Business risk is top of mind- namely the people, processes, and infrastructure that ensure repeatable controls are in place to minimize the impact of adverse events (market or catastrophic) on the business. Fund managers that can showcase a high level of institutional credibility are separating themselves from the pack, proving there is a science behind attracting fresh capital, and that science goes well beyond performance.

That's where Liquid Holdings comes into the fold. We were founded 18 months ago with the premise of simplifying success for today's alternative asset manager. We provide the Liquid platform, a cloud-based investment management solution that aggregates order, execution, and risk management capabilities with shadow NAV and investor reporting on a single, real-time platform. We back the platform with managed services - people, processes and technology to automate and maintain a fund’s middle office on a nightly basis so our clients can focus on and maximize alpha generation. And our platform is delivered as ‘Software-as-a Service’ and maintained at Equinix, which is the gold-standard for enabling the financial services community to connect with critical cloud services, networks, and trading counterparties within the most secure and high performance data centers around the globe.

While our business today does not rival that of salesforce.com (the holy grail of SaaS), our technology delivers very similar efficiencies to our clients by 1) enabling access to mission-critical capabilities and historical/real-time/forward-looking data and analyses all-the-time, everywhere and on any device, 2) reducing the number of service provider relationships a fund needs to power its operations, and 3) eliminating the need for in-house personnel to support IT and operations.

Another value-add is our broker-neutral, industry agnostic business model. Through our solution, fund managers have connectivity to their preferred trading partners, liquidity destinations, and market data providers. In early 2013, we made the decision to be a fin-tech company and leave execution and prime brokerage services to the experts, who fast forward to today, are now our strategic partners. As a fin-tech company born in the cloud, expect to see updates from us as we continue to release new innovations and thought leadership initiatives that empower our industry to be more successful.