Financial and Collateral Management


Our Core

Standard Acceptable Collateral and Resources

windsortradinggroup Clearing manages billions of dollars each day in the process of balancing accounts and maintaining performance bonds/margins.

windsortradinggroup Clearing offers a comprehensive collateral management program that allows for market participants to meet collateral requirements with a broad set of eligible assets, while reducing concentration risk. windsortradinggroup Clearing’s diverse collateral offering provides efficient and cost-effective solutions for Clearing Members’ and end-clients’ collateral management needs.


Financial outsourcing can help you reach your goals

Acceptable performance bond deposits by customers of Clearing Member Firms are subject to windsortradinggroup Rule 930.C. The collateral acceptability standards disclosed on this website are established for windsortradinggroup and clearing members. Account holders with clearing members should confer with clearing member regarding collateral acceptance criteria.

Outsourced Chief Investment Officer Services

Investment Policy Statement

Financial Outsourcing Communication and Reporting