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Indosuez Wealth Management Selects Intercontinental Exchange for Enhanced Portfolio and Margin Optimization

Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of data, technology and market infrastructure, today announced that Indosuez Wealth Management, the global wealth management brand of Crédit Agricole group, has chosen ICE’s pre-trade analytics and data to enhance its portfolio and margin optimization.

Many wealth managers use over-the-counter (OTC) derivatives as part of their portfolios, and margin optimization remains a key priority for managing and extending their investment strategies. ICE’s derivatives valuation and analytics services, which include access to pricing and analytics solutions for structured products and OTC positions, give Indosuez’s capital markets sales team the ability to more concisely measure risk for their customers.

Cyrille Nahabedian, Global Head of Capital Markets Solutions at Indosuez Wealth Management, said: “With ICE’s solutions, we add a sophisticated risk monitoring solution at the frontier of investment banking services to our client offering. We will offer new opportunities to our clients through innovative risk monitoring tailored to their trading operations. ICE’s service, connected to our information system and methodology, will allow us to model tailor-made investment scenarios for each of our clients.”

Indosuez’s capital markets sales team will also have access to ICE’s derivatives portfolio analytics application, which allows them to analyze holdings at both a single security and portfolio level, with data and analytics covering multiple asset classes. ICE’s platform will be integrated into Indosuez’s S2i system, provided by Azqore, and will assist in pre-trade price discovery, decision support tools, risk management and analytics across a wide range of asset classes and instruments.

“Firms are always looking for new ways to serve the evolving risk management needs of their customers,” said Mark Heckert, Chief Product Officer, Fixed Income and Data Services at ICE. “With our suite of derivative services, we’re able to provide firms like Indosuez Wealth Management with the intelligence they need for idea generation and portfolio construction around OTC derivative instruments.”

For more information on ICE’s derivatives offerings, please visit: https://www.theice.com/market-data/pricing-and-analytics/derivatives

About Intercontinental Exchange

Intercontinental Exchange, Inc. (NYSE: ICE) is a Fortune 500 company that designs, builds and operates digital networks to connect people to opportunity. We provide financial technology and data services across major asset classes that offer our customers access to mission-critical workflow tools that increase transparency and operational efficiencies. We operate exchanges, including the New York Stock Exchange, and clearing houses that help people invest, raise capital and manage risk across multiple asset classes. Our comprehensive fixed income data services and execution capabilities provide information, analytics and platforms that help our customers capitalize on opportunities and operate more efficiently. At ICE Mortgage Technology, we are transforming and digitizing the U.S. residential mortgage process, from consumer engagement through loan registration. Together, we transform, streamline and automate industries to connect our customers to opportunity.

Trademarks of ICE and/or its affiliates include Intercontinental Exchange, ICE, ICE block design, NYSE and New York Stock Exchange. Information regarding additional trademarks and intellectual property rights of Intercontinental Exchange, Inc. and/or its affiliates is located here. Key Information Documents for certain products covered by the EU Packaged Retail and Insurance-based Investment Products Regulation can be accessed on the relevant exchange website under the heading “Key Information Documents (KIDS).”

Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995 -- Statements in this press release regarding ICE's business that are not historical facts are "forward-looking statements" that involve risks and uncertainties. For a discussion of additional risks and uncertainties, which could cause actual results to differ from those contained in the forward-looking statements, see ICE's Securities and Exchange Commission (SEC) filings, including, but not limited to, the risk factors in ICE's Annual Report on Form 10-K for the year ended December 31, 2020, as filed with the SEC on February 4, 2021.

About Indosuez Wealth Management

Indosuez Wealth Management is the global wealth management brand of Crédit Agricole group, ranked 10th in the world in terms of tier one ratio (The Banker - July 2021, based on results at the end of 2020).

Shaped by more than 145 years of experience supporting families and entrepreneurs around the world, Indosuez Wealth Management offers a tailor-made approach that allows our clients to build, manage, protect and pass on their wealth according to their goals and ambitions. Its teams take a comprehensive view and provide expert advice and exceptional service, offering a wide range of services for the management of both personal and business assets.

Renowned for its international reach combined with a human scale, Indosuez Wealth Management has 3,060 employees in 10 locations around the world, in Europe (Belgium, France, Italy, Luxembourg, Monaco, Spain and Switzerland), Asia-Pacific (Hong Kong SAR, New Caledonia and Singapore), the Middle East (United Arab Emirates). With 128 billion euros in assets under management (as at 31/12/2020), Indosuez Wealth Management is one of the global leaders in wealth management.

www.ca-indosuez.com

SOURCE: Intercontinental Exchange

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