At INTL Consilium, we understand that long term investment success is not just the result of good ideas or savvy trading strategies. Risk management is a critical component of everything we do. On an ongoing basis we require:

  • Strict portfolio parameters to ensure limited exposures and forced diversification
  • In depth reviews of credit quality, including forward looking projections of financial performance
  • Dynamic qualitative and quantitative assessment of market and individual security liquidity

  • A disciplined stop loss policy with triggers set for each pair or individual security at 5.0% below trailing high P&L. In addition, a loss from any individual trade is limited to 0.20% per month for the overall portfolio.
  • Discrete profit targets for each trade with mandatory reevaluation or profit taking required when reached
  • Daily compliance review and monitoring by the INTL Consilium compliance officer

In addition, we believe strongly that risk management controls are but one element of a successful firm. Thus we place equal emphasis on our firm's accounting, valuation, cash management, trading and execution, performance reporting and other financial controls. Our policies and procedures are well-documented and we carefully scrutinize all our service providers to ensure that their policies and procedures are rigorous and in keeping with industry "best practices". Finally, compliance with all regulatory, accounting, and industry guidelines is an integral part of our culture. That culture begins at the top with our Managing Partners and is continually reinforced throughout the firm.

Since inception, INTL Consilium has been a registered investment adviser with the Securities and Exchange Commission (SEC).

Our London branch office is authorized and regulated by the Financial Services Authority (FSA).

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