CTRMs

𝗜𝘀 𝘆𝗼𝘂𝗿 𝗖𝗧𝗥𝗠 (𝗖𝗼𝗺𝗺𝗼𝗱𝗶𝘁𝘆 𝗧𝗿𝗮𝗱𝗶𝗻𝗴 𝗮𝗻𝗱 𝗥𝗶𝘀𝗸 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁) 𝘀𝘆𝘀𝘁𝗲𝗺 𝗹𝗲𝘁𝘁𝗶𝗻𝗴 𝘆𝗼𝘂 𝗱𝗼𝘄𝗻?

I'll be honest — I'm a massive fan of Excel. It's powerful, relatively easy to use, and you can explain what's on screen to almost anyone without needing a degree in programming. But when it comes to 𝗿𝗶𝘀𝗸 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁, Excel has its limits.

To get the most value out of your hedging strategies, you need a system that’s 𝗮𝘂𝘁𝗼𝗺𝗮𝘁𝗲𝗱 and can, at the click of a button, show your 𝗳𝘂𝘁𝘂𝗿𝗲𝘀 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝘀 𝗿𝗲𝗹𝗮𝘁𝗶𝘃𝗲 𝘁𝗼 𝘆𝗼𝘂𝗿 𝗽𝗵𝘆𝘀𝗶𝗰𝗮𝗹 𝗽𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝘀, 𝗳𝗼𝗿 𝗼𝘂𝘁𝗿𝗶𝗴𝗵𝘁𝘀 𝗮𝗻𝗱 𝘀𝗽𝗿𝗲𝗮𝗱𝘀. That’s the only way to know with confidence that you’re properly hedged.

But to truly maximize the value that hedging offers, you have to go further. Being able to view hedges on a 𝘁𝗿𝗮𝗱𝗲-𝗯𝘆-𝘁𝗿𝗮𝗱𝗲 𝗹𝗲𝘃𝗲𝗹 enables accurate 𝗣&𝗟 𝗿𝗲𝗽𝗼𝗿𝘁𝗶𝗻𝗴. It also allows you to 𝘁𝗿𝗮𝗰𝗸 𝗰𝗵𝗮𝗻𝗴𝗲𝘀 𝘁𝗼 𝗵𝗲𝗱𝗴𝗲𝘀 𝗮𝗻𝗱 𝗤𝗣𝘀 — and this is what delivers value on a daily basis.

I've seen some 𝗮𝘄𝗳𝘂𝗹 𝗖𝗧𝗥𝗠𝘀 in my time, and I've seen some excellent ones. But the key point is this: your system needs to be 𝘁𝗮𝗶𝗹𝗼𝗿𝗲𝗱 𝘁𝗼 𝘆𝗼𝘂𝗿 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 so that you can capture your risk accurately, avoid losses, and unlock tangible value.

If this sounds like it’s leading to a sales pitch for a CTRM system… it’s not. It’s just a recurring problem I see over and over again — across companies of all sizes.

If you want my honest view on which CTRMs are worth considering, shoot me a message and I'll be happy to share. But it’s worth asking yourself: 𝗜𝘀 𝘆𝗼𝘂𝗿 𝗰𝘂𝗿𝗿𝗲𝗻𝘁 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗴𝗶𝘃𝗶𝗻𝗴 𝘆𝗼𝘂 𝘄𝗵𝗮𝘁 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱?

If you’re relying on manual workarounds and shortcuts, you probably need a new system. As painful as that change can be, trust me, your business will be better off in the long run.