Asset allocation and exposure management solution to be delivered on the Matrix 
investment data platform 

Matrix, a leading solution provider to asset owners and managers, announced 
Funds SA, (which invests over $30 billion on behalf of South Australia's public 
sector superannuation funds and approved public authorities) will extend its 
use of Matrix investment data management platform to include the Rebalancer 
Cash and Asset Allocation solution.

Funds SA has used Matrix for 2 years to manage investment data and exposures. 
The platform has been used to deliver consistency and alignment of key 
portfolio and security information. 

Matrix's focus on and understanding of the specific needs of asset owners, has 
been one of the keys to the success of the implementation of the Matrix 
platform at Funds SA.

The Rebalancer solution enables asset owners to allocate cashflows and 
rebalance funds in line with pre-defined strategic or dynamic asset allocation 
targets. 

Key features of the Rebalancer include the creation of a fund level IBOR, 
integrated compliance, fully audited workflow, cashflow allocation algorithms, 
long term/strategic and short term/dynamic asset allocation targets, synthetic 
overlay management and instruction management.

"We have worked with Matrix on establishing the platform for several years and 
are looking forward to the benefits and opportunities this new solution will 
bring to our processes. Matrix's focus on the unique challenges faced by asset 
owners has paid dividends for us,"  said Jo Townsend, CEO of Funds SA.

"We are looking forward to working with the Funds SA team to implement the 
Rebalancer.  The forward-thinking team at Funds SA are a great partner for us," 
said Neil Lotter, CEO of Matrix.

About Funds SA

Funds SA is a statutory corporation established up by the South Australian (SA) 
Parliament to invest and manage SA Public Sector superannuation funds and the 
nominated funds of approved authorities. 

The function of Funds SA is to invest and manage public sector superannuation 
funds and the nominated funds of approved authorities pursuant to strategies 
formulated by the Corporation.

About Matrix 

Matrix provides trusted investment data management software to the global asset 
owner and fund management community. With half a trillion of AUM now managed on 
the platform, a growing number of asset owners, pension plans, fund managers 
and insurance companies rely on Matrix to solve their complex investment, 
exposure and data management challenges.

Source:  Matrix