New York and Geneva, February 8, 2016—OTCFin, a financial technology firm specializing in risk and regulatory data management and reporting solutions is pleased to announce the on-boarding of its latest client, a top Swiss Asset Manager on its risk and regulatory reporting platform, PATOne. OTCFin’s Regulatory Managed Service team will run the data collection and analytics processes to produce regulatory reports such as Tripartite, CRR, VAG, GroMiKV and custom reports for the client.

After a rigorous review and proof-of-concept, OTCFin was selected to assist in this data-intensive effort of risk transparency reporting for Solvency II as well as components of Basel II/III and CRD IV. OTCFin will process over 150 funds on the PATOne platform, enrich the positions data with reference, market and analytical data to produce the various reports as requested by the client and/or its clients.

Ludovica Grisi della Pie, Director of Business Development and Client Relations of OTCFin Europe, notes: “We are thrilled to have been selected by this prestigious client to help address their transparency and regulatory reporting challenges. Thanks to our history in providing risk and reporting solutions to both traditional and alternative asset managers, I am confident that our highly disciplined team and state of the art PATOne platform can tackle the complex data management and analytical enrichment exercise required to respond to Solvency II, Basel, and other regulatory reporting requirements. We will continue to push for growth and to strengthen our capabilities in providing regulatory reporting solutions.”

OTCFin offers solutions for risk and portfolio management transparency and reporting with a special focus on Solvency II, allowing asset managers, insurers and fund managers alike to manage their investments more effectively. Over the past 18 years, the firm has worked closely with clients to identify and develop tailored risk and portfolio management methodologies and implement them on its PATOne platform. The company has offices in New York, Barcelona, London, Paris and New Delhi.