Case Study: Hedge Fund- Cairn Capital Ltd.
Visual optimisation of portfolios
Founded in 2004, Cairn Capital Ltd. operates a structuring and advisory business, a specialist asset management/CDO business and a credit Hedge Fund.
“Using Visokio, we now have a visually arresting way of selecting portfolios for our structured credit transactions. We can pick efficient collateral for a spread and rating target, in a fast and simple process.” - Duncan Needham, Portfolio Manager | 
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Challenges:
- Database feeds needed to be integrated with intra-day updates gathered from Bloomberg
- Spreadsheets could not provide a visual overview of combined data sets
- Limited staff with ability to write visual reports for database
- No desire to channel Bloomberg data through database just to generate visual reports
Omniscope Solution:
Cairn began using Omniscope to aid the portfolio selection and collateral management process:
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-Allows easy assembly of data sets with columns drawn from various sources (including Bloomberg and other feeds data delivered as .CSV files) without the need for a relational database
-Allows instantaneous segregation of risk exposure by geography, industry, ratings buckets etc.
-Omniscope Report Pages help clients visually gauge the efficiency of portfolios. |
Next steps: Cairn has now purchased a server-based Enterprise Edition and intends to further expand their use of Omniscope in two steps: 1st, integrate more Bloomberg and non-Bloomberg data feeds (equity feeds, volatility data and other credit metrics) into the Omniscope working reports, and 2nd ...expand the use of Omniscope to manage their ABS portfolios.
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