In today’s portfolios, investments are made using multiple instrument types. The conventional strategies still invest largely in cash products like stocks, fixed income and mutual funds. An increasing number of investors, however, are using margin products like futures, CFDs, and FX to leverage or hedge their portfolios.
With the new version of eXimius, we’ve extended the ability to manage both cash and margin products in numerous ways.
Margin products are now fully supported in portfolio valuations, allocation compare, and rebalancing. Exposure values—Leverage Factors— are used in these components.
With this change, for example, it’s now possible to manage a portfolio holding stocks and a short future position to hedge the risk of market changes.