Pensions & Endowments
Hazeltree transforms the way Pensions and Endowment Funds interact with their counterparties to optimize fees, minimize exposure, and protect assets.
Cash and Position Reconciliation
Hazeltree Reconciliation Manager™
Cash Management and Optimization
Hazeltree Cash Manager™
Cash Sweeps
Hazeltree Liquidity Web™
Counterparty Exposure, Health, and Wallet Management
Hazeltree Counterparty Metrics™
Hedge your FX Exposure
Hazeltree Cash Manager™
Market Color and Data Analytics
Hazeltree Data Insights™
OTC Collateral Management
Hazeltree Collateral Manager™
Securities Finance, Rate Transparency and Optimization
Hazeltree Securities Finance™
Securities Transfer
Hazeltree Transaction Manager™
Uncleared Margin Rules (UMR)
Hazeltree Collateral Manager™
Wire Movements and Payments
Hazeltree Transaction Manager™
Key Product Benefits
Best Execution
Data
Deliver
Treasury P&L
Risk
Mitigation
Streamlined
Operations
“Moving our collateral management off spreadsheets and to Hazeltree’s cloud solution helps us automate responding to calls, focus on collateral exceptions and, generally, streamline the interactions with our ISDA counterparties.”
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Tom D’Orsi, Head of Treasury – Capital Markets at Bain Capital.
“At a time of increasingly complex global markets, this integrated platform can make the treasury function a lot more efficient.”
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Jonathan Spirgel, Head of Global Liquidity Services, BNY Mellon Markets.
“Our clients are asking for a robust treasury management solution. We believe that Hazeltree offers an industry leading suite of treasury management solutions.”
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Jim Kelly, HedgeServ’s Chairman.
“As a leading investment manager, we are continually enhancing our ability to provide our investors with consistent returns, minimize our operational risks, and efficiently scale our business.”
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Seth Fischer, Oasis’ Founder and Chief Investment Officer.
“Hazeltree has helped to streamline our treasury management function and has delivered leading-edge risk-reduction capabilities.”
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Pat Lomelo, Neuberger Berman’s Global Head of Operations.
“Cash Optimization is a significant step for investment managers looking to automate what has been a labor-intensive process of managing cash balances, liquidity investments and payments among a complex network of counterparties.”
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Peter Sanchez, CEO of Northern Trust Hedge Fund Services.
“Hazeltree provides us with an efficient centralized systematic approach to optimize our treasury function across cash and margin and eliminates the need to use multiple counterparty portals.”
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Nicholas Bloom, Ovata Capital’s Chief Operating Officer.
Insights
