CacheMonitor: A new way to manage risk
Corporate treasurers often use investment policies as a tool to help navigate today's risk-adverse
financial climate. We believe that with the help of CacheMonitor, a suite of functionality aimed at
empowering your clients with risk management tools and information, we can digitize some of the
application of a carefully constructed investment policy.
How your clients can use CacheMonitor
CacheMonitor seeks to put the control into the hands of your clients' Administrators, or Super
Traders1, by allowing them to create rules specific to their investment policy that serve as digital
"guard rails" for portfolios. CacheMonitor allows for several rule types including defining:
- Assets under management levels
- Weighted average maturity levels
- Investment parameters for specific funds and fund families
For illustrative purposes only.
CacheMonitor also includes alerting functionality, which provides customizable delivery of portfolio
information based on personalized parameters across Cachematrix Platform functionalities. If an
established rule is violated by a proposed trade, Super Traders can choose to notify the user and/
or block the trade. Alerts can be sent to you and/or your clients via:
- The Cachematrix Platform via widget alerts, the Alerts History page, or through global messaging.
The value of CacheMonitor for your clients
Confidence in users' adherence to investment policy rules
Before a trade order is sent, CacheMonitor runs the trade order through the investment policy rules
and generates an alert if the order will cause a violation. This functionality aims to reduce risk and
help your clients trade more confidently by providing the opportunity to take corrective actions on
trade orders before potential violations of established rules.
Access to on-demand reporting and analysis of a portfolio's compliance
Your clients will have access to real-time reporting and analysis of their trade orders and adherence
to their established investment policy rules. For your clients' added convenience, CacheMonitor
performs automated portfolio monitoring, which conducts daily compliance checks without the
need to log in to the Cachematrix Platform.
We are excited about the digital revolution of risk management and this new functionality, which
we believe will empower your clients to better adhere to their investment policies. Contact your
Cachematrix representative today to learn more about implementing CacheMonitor on your platform.
1 Super Traders have the ability to view, trade and determine tradable funds. Super Traders can also grant a user view and trade access, as well as manage investment policy rules.
About Cachematrix Holdings, LLC
Cachematrix is a global financial technology firm that aims to simplify cash management for leading banks and their corporate clients. We believe our team's expertise in banking, financial technology and asset management drives successful platform integrations, innovative products, and market intelligence for our financial institution partners. Cachematrix is an indirect, wholly owned subsidiary of BlackRock, global leader in investment management, risk management and advisory services for institutional and retail clients. For more information, visit www.cachematrix.com, or follow us on LinkedIn.