MCA - Morgan Capital Advisors LLP

+44 (0) 20 7812 0514

Portfolio Monitoring

MCA is able to continually monitor client structured note portfolios during their lifespan. Using the same tools that are used to manage proprietary positions and the DFM accounts, MCA’s Portfolio Monitoring provides an “early warning” if investments are deviating from their goals.

 

  • Continual monitoring of market performance vs structured note strike conditions
  • Confirmation of corporate actions
  • Analysis of portfolios of complex derivative backed instruments – identifying “jump” risk