Prime Brokerage

Our Prime Brokerage Group provides services to help hedge funds manage risk, monitor their portfolios, maintain liquidity and build their businesses.
We offer customized solutions that help fund managers reach their business goals. Our team’s expertise, backed by a best-in-class technology platform and offices on three continents, lets us execute effectively to support our clients worldwide.

Securities LendingAs a global leader in securities lending, we combine unsurpassed access to supply, along with seamless global coverage and in-depth market expertise.

As the premier global provider of securities lending services, we offer our clients industry-leading insights into securities lending flow and superior access to supply.

With trading hubs in London, New York, Hong Kong, and Tokyo, our global team provides 24-hour access to over 50 developed and emerging markets. We have a strong reputation for significant and longstanding relationships built on the fundamentals of client service, borrow liquidity and borrow protection.

Client ServicesLearn how we work with our clients to understand their goals, then develop strategies and solutions to help achieve them.

Every organization has different needs, and we work closely with our clients to develop customized solutions that draw on the expertise and resources of Moneri.

Our client service professionals act as a central point of contact, working with legal, compliance, risk, operations and technology to execute long- and short-term strategies. They engage with corporate action as well as trade and cash-management personnel, ensuring that every client’s business is fully supported.

We provide 24-hour global coverage with the professionals located across Europe and Asia. They have extensive practical experience in account management as well as broad operational expertise. Our experts offer in-depth knowledge of financial products, combined with local and global market intelligence, allowing us to service a variety of sophisticated business strategies.

Risk Management and FinancingWe offer a wide range of financing solutions and risk-management models to help fund managers operate reliably in a variety of market conditions.

The Prime Brokerage Group provides financing solutions and risk models that allow hedge fund managers to execute a wide range of investment strategies, while still providing a framework that is predictable and reliable across all market conditions.

We strive to:

  • Optimize leverage in line with our clients’ financing and asset protection needs.
  • Implement predictable and stable margin policies.
  • Deliver intuitive and relevant risk management analytics.
  • Build strong lines of communication with our clients.

Capital IntroductionOur Capital Introduction team provides our hedge fund clients with targeted introductions to the world’s leading pension plans, endowments, foundations, family offices, sovereign wealth funds, insurance companies, funds of funds, private banks and consultants.

Working seamlessly across our global network, our team can track, synthesize and utilize the information gained from our manager and investor relationships to make effective client introductions.

Pre-Marketing “Consultative” Work

  • Feedback on written materials and verbal pitch
  • Competitive landscape analysis
  • Fund positioning
  • Terms and fees
  • Target prospect list
  • Product expansion

Introduction Programs

  • Targeted introductions to a bespoke group of investors
  • Quarterly Milestones publication announcing new launches

Hedge Fund Industry Analysis

  • Annual investor survey
  • Quarterly webcast on hedge fund trends and themes
  • Customized reporting based on client needs

Hedge Fund Consulting Services Our experts can help both new and established funds find the best people, infrastructure and strategies to grow and operate more effectively.

Our Consulting Services team helps hedge fund managers launch, support and build their businesses. With over a decade of experience and offices located across the Europe and Asia, South Africa and India we combine local focus with global expertise and coordination.

Our team members include industry veterans with backgrounds in areas such as accounting, law, technology, operations, fund administration and property and infrastructure.

Our Services

Our team is aligned into four practice areas:

Organizational planning,including budgeting and cash flow projection, service provider selection, investor due diligence process preparation and consulting on compliance and governance.

Property and infrastructure consulting, covering real-estate sourcing strategies, architectural and engineering considerations, project management, network design and consulting, contract and proposal review and more.

Business Consulting, including vendor analysis and introduction, systems implementation, workflow construction, in-sourcing vs. out-sourcing analysis and structural considerations.

Human Resources, for issues including talent sourcing strategies, compensation, policies and procedures, HR service provider selection, employee training, succession planning and employment separation.