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A look at prime brokerages by roland lorenzo

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Prime brokerages serve as investment houses for skilled and professional investors. Hedge funds and similar institutions that focus primarily on investing turn to these firms for their unique understanding of the markets and ability to develop complex investment plans. Offering guidance on long and short-term investments, prime brokerages analyze risk on various levels. Moreover, they diversify their clients' portfolios with traditional equity, exchange traded funds, mutual funds, and other types of investments.

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A look at prime brokerages by roland lorenzo

  1. 1. A Look at Prime Brokerages by Roland Lorenzo
  2. 2. A Look at Prime Brokerages Prime brokerages serve as investment housesfor skilled and professional investors. Hedgefunds and similar institutions that focus primarilyon investing turn to these firms for their uniqueunderstanding of the markets and ability todevelop complex investment plans. Offeringguidance on long and short-terminvestments, prime brokerages analyze risk onvarious levels. Moreover, they diversify theirclients portfolios with traditional equity, exchangetraded funds, mutual funds, and other types ofinvestments.
  3. 3. A Look at Prime Brokerages Unlike conventional brokerages, primebrokerages occupy a unique place due to theirniche clientele. Some consider its main function isto act as a centralized body for “netted”investments. In this method, investors takes bothlong and short positions on a number ofcommodities, and the firm assists them inavoiding certain types of risk and understandingtheir portfolio in its entirety. Prime brokeragesmay also provide value-added services to clientssuch as recommending new investments tosupplement their current portfolio.
  4. 4. About the Author Based out of Naples, Florida, Roland Lorenzohas held executive positions in the financialsector. Responsible for handling non-dollar equityfinance business at several firms, Lorenzoassisted prime brokerages with financialsecurities and other matters.

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