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Securities | Primebroking

Cadiz brings to market the most experienced primebroking team in South Africa. The team pioneered and developed the local industry and set the standards against which all prime brokers are measured. We are the experts in the local primebroking arena.

The Cadiz primebroking platform is a full-service, turnkey solution that offers the following:

The CadizPrime Portfolio Management System

CadizPrime is a purpose-built, real-time portfolio management system, designed to be customized by fund mangers to cater to their unique trading, reporting and administrative requirements. Fully transportable, CadizPrime offers instant, real-time access to all aspects of your fund from anywhere on the globe, including:

  • Position management
  • Trade blotter
  • Profit and loss reporting
  • Portfolio returns
  • Fund balance sheet
  • Stock loan management
  • Collateral management
  • Real time trade capture
  • Risk reporting
  • Mandate comparison
  • Fund aggregation
  • Live market data
  • Scenario analysis
  • Strategies
  • Instant messaging
  • Margin management
  • Daily performance calculations
  • 3rd party settlements
  • Cash-flow forecasting
  • External reporting
  • Real-time, automatic accruals
  • Corporate action alerts
  • Performance fee calculations
  • Income statement

Settlements and Cash Management

Cadiz provides full clearing, settlement, and custody services for a broad spectrum of assets. We have scrip lending facilities with the "Big 5" lenders allowing us to offer scrip loan services at the most competitive rates. We actively manage your collateral so as to maximize your returns. Our operational expertise enables us to aggressively reduce costs related to scrip loan and third party settlements. Dividends and corporate actions accrue to your portfolio automatically.

Global Access

CadizPrime was developed using cutting-edge Microsoft technologies. Clients can gain secure access to the CadizPrime system, 24 hours a day, from anywhere in the world using 3G, GPRS or simple dial-up internet access. We also stream relevant portfolio data to your cellular phone or PDA.

Execution

Gain access to our rated equities trading desk. Use your own OMS order routing facility to manage your trades or trade your own stocks via the CadizPrime DMA tool. All your SAFEX requirements will be met by our top rated derivative research and trading team, and our bond and money market desks will ensure that you have complete access to our suite of fixed income products.

Cadiz CFDs

Reduce your fixed costs by trading innovative leveraging products like Cadiz CFDs. These products are margined daily to reduce risk. Cadiz ensures the liquidity to modify your portfolio quickly, effortlessly and economically.

Cadiz Research

Full access to the top rated quantitative based research, and the analysts behind it. Utilise our in-house risk measurement tools (SA's #1 beta estimation service), our advanced asset allocation diagnostics and models, also benefit from our in-depth measurement of manager skills.

Dedicated Development Team

Accurate and timely information and zero down-time are critical to a fund manger's efficacy. The Cadiz software specialists are dedicated prime broking programmers. This empowers us to be flexible and to respond quickly to market conditions and requirements. We harness this technological advantage to offer our clients bespoke products and a world class prime broking system.