All hedge program management providers are not the same.

Below is a simple checklist to allow you to compare.

Research and Insights

Aegis Others  
yes No Distribute daily First Look at markets
yes No Distribute daily Last Look at markets
yes No Initiate alerts upon market news
yes No Publish an in-depth weekly market summary
yes No Publish anonymized trading and pricing trends
yes No Provide access to forward curves
yes No Provide access to historical settled curves
yes No Conduct client-only webcasts
yes No Produce proprietary hedge benchmarks
yes No Create custom analysis upon request

Strategy and Execution

Aegis Others  
yes No Leverage power of 330+ entities for best pricing
yes No Conduct ongoing portfolio monitoring/reviews
yes No Understand assets and related price exposures 
yes No Model cash flows and returns by the entity
yes No Assess hedge additions/adjustments/terminations
yes No Execute via competitive online marketplace 
yes No Provide info to minimize credit charges 
yes No Integrate with NFA for T+1 surveillance 
yes No Integrate with DTCC for SDR Reporting 
yes No Maintain SEF registration with CFTC 

 

Operations

Aegis Others  
yes No Maintain proprietary cloud-based CTRM
yes No Manage integrated data subscriptions
yes No Track lender and internal hedge restrictions 
yes No Store production/consumption borrowing 
yes No Store and maintain critical hedge documents
yes No Resolve trade confirmation discrepancies
yes No Resolve hedge settlement discrepancies
yes No Support all audit and finance inquiries 
yes No Create custom reports and analyses
yes No Maintain SOC 1 Type 2 certifications

Technology

Aegis Others  
yes No Own all technology (incl. CTRM) and roadmaps
yes No Render sensitivity and credit-adjusted MtMs
yes No Integrated research, analytics, and benchmarks
yes No Patented analytics and hedge modeling
yes No Automate trade confirmations and invoices
yes No Consolidate hedge details across all entities
yes No Downloadable data to enable models
yes No Render details/history for all trades (in progress)
yes No Partner with industry-leader in cybersecurity
yes No Leverages SOC 2 and 3 certified data centers

 

Industry Leadership

Aegis Others  
yes No 5-time Hedge Advisor of the Year
yes No Ability to support multiple hedgeable exposures
yes No Access to capital and track record of investment

Private Equity Experience

Aegis Others  
yes No Serve public and private companies
yes No Support PE sponsors and private asset managers
yes No Avoid activities that conflict with client interests

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