PORTFOLIO MARGIN

COR offers qualified accounts employing advanced trading strategies the potential benefits of lower margin requirements and increased leverage through its attractive Portfolio Margin (“PM”) product.

Portfolio Margin uses a risk-based model (rather than rules-based formulas in Reg-T margin requirements) that determines margin requirements based on historical volatility by valuing an account’s portfolio over a range of underlying price changes and market volatility using, for example, stress tests or “shocks.” Once the portfolio assets are stressed and the associated Profits and Losses (“P&L”) are determined, the Portfolio Margin methodology computes the netting of P&L offsets to determine the final P&L for the portfolio.

COR’s PM product and risk module:

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Are available through integrated arrangements with robust trading systems offered by our partners.

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Have the flexible capability to be integrated into other system providers and proprietary systems.

Note: Please be advised that using greater leverage can result in greater losses; the amount you may lose may be greater than your initial investment. Trading on margin is only for sophisticated investors with high risk tolerance. Before using margin, determine whether it is right for your specific financial situation, investment objectives, experience, and risk tolerance.

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At COR Clearing we are focused on creating business partnerships that empower the success of the firms we serve. By providing flexible brokerage and clearing platforms and strategic services, our correspondents can focus on growing their business.

Let’s connect to see if our clearing and custody solutions are right for your firm.

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1200 Landmark Center, Ste. 800
Omaha, NE 68102-1916
402-384-6100

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