Exposure Analysis offers institutional investors and asset managers
an understanding of the effect that a single entity has on a fund or
plan as soon as market events occur.
Available on Northern Trust’s Web portal, Passport, the tool provides information
on collateral positions in an entity as well as market exposure to physical
assets and counterparty exposure to over-the-counter derivative transactions.
“As the market has evolved and clients seek more
transparency [in] their portfolios, our tools have been enhanced to allow our
clients to monitor their exposure to determine how their fund or plan may be
impacted,” Debra Clayton, product manager for Corporate & Institutional Services,
Clients worldwide can enter a security identifier or issuer
name via the tool and immediately receive total client collateral positions in
any one entity across asset types and accounts. Exposure Analysis shows clients
their collateral positions through amount, location and status of collateral.
The addition of collateral exposure to market, counterparty and securities
lending positions expands clients view of portfolio exposure to help them
ensure that they have effective risk management and compliance oversight
programs in place.