Libra
Solutions

Our Solutions

  • Segregated Managed Accounts: Libra manages individual and institutional portfolios under written advisory mandates. Accounts may be discretionary or non-discretionary. Assets remain in the client's name at a qualified third-party custodian.
  • Mandate-defined implementation: Eligible instruments, restrictions, reporting and fees are defined in the advisory agreement. This format is generally intended for eligible clients who can establish an account and obtain the required securities and futures permissions at an approved custodian. Availability depends on jurisdiction, custodian acceptance and the advisory mandate.
  • Third-party-issued investment notes: A note is a security issued by an independent third party that provides exposure to a Libra-managed strategy. The investor owns the note, not a segregated underlying account, and Libra is not the issuer, custodian or guarantor.
  • Eligibility and access: This format is primarily intended for eligible non-U.S. investors in permitted jurisdictions. Where supported, investors may purchase and hold the note through an existing bank or investment account.
  • Final documents control: Eligibility, restrictions, valuation, fees and risks are determined by the final offering documents and applicable law.
  • One capital and risk system: A mandate may combine selected public-market exposures with systematic futures strategies when permitted by the account or product structure.
  • Integrated and governed allocation: Strategic assets, futures profit and loss, margin, liquidity and collateral are modeled together and managed within documented exposure and risk limits.

Libra applies a documented process across research, validation, portfolio construction, systematic implementation and ongoing monitoring. Technology supports repeatability, controls and operational discipline; it does not eliminate investment risk.

STRUCTURE BEFORE STRATEGY

Structure before strategy

Implementation begins with the legal account or product structure.

In segregated accounts, qualified custodians maintain client assets and Libra's authority is defined in writing. In note structures, transaction documents govern ownership, custody, valuation and investor rights.

OUR PROCESS

From mandate to monitored implementation

01

Mandate definition

Define objectives, risk capacity, liquidity, restrictions and reporting needs.

02

Structure and custody

Select the appropriate structure and approved counterparties.

03

Portfolio architecture

Define exposures, systematic components and aggregate risk budgets.

04

Documentation and authorization

Execute agreements and permissions before implementation.

05

Implementation and monitoring

Monitor positions, risk, data, margin, collateral and exceptions.