KINETIC continuously optimizes collateral across the long/short book as exposures and markets evolve.
KINETIC brings collateral management for the buy side into one live system, combining rules, constraints and financing economics to continuously optimize collateral across even the most sophisticated portfolios.
Load the book
Longs, shorts and existing collateral from your custodian or PB files. The requirement and any shortfall show immediately.
Optimize
A mixed-integer solver chooses what to pledge, line by line, weighing funding rate, volatility and liquidity, while haircuts, issuer, exposure, lot-size and pledge limits all hold at once.
Monitor & alert
Coverage is tracked against the requirement continuously. Surplus can be recalled, and a breach triggers an alert before it becomes a margin call.
For Portfolio Managers and Traders, in every market.
Pledge what is cheapest to give up. Lending fees and funding costs are counted, coverage is shown as one clear number, and every new short comes with its all-in cost: borrow fee plus the collateral it locks up.
Prefer steady collateral, so coverage holds when markets move. See the price move that would trigger a margin call before it happens, and test coverage against short squeezes, market shocks and historical tail events.
Keep liquid, high-volume names free, so the portfolio manager can trade them without a recall. See exactly how much of the long book is unencumbered and ready to deploy.
See it run on your own book.
We're working together with a small number of asset managers and financing desks on pilots. Tell us how you operate and we’ll show you exactly where KINETIC can make a difference.