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Regulatory & Compliance

OPERA

In line with greater demands for investor transparency and risk disclosure, our integrated systems are aligned and consistent with the private sector OPERA initiative.

OVERVIEW

Improved risk disclosure and transparency has become a priority for investors and regulators.  The Open Protocol Enabling Risk Aggregation (OPERA) is a private sector initiative intended to promote transparency by providing a uniform framework with consistent data inputs, standard calculation methodologies and regular and timely reporting.

The Maples Group offers an integrated solution that provides managers and investors with an investor transparency report that is aligned and consistent with the Open Protocol scheme.  Specific services include:

  • Aggregating requisite data and applying calculations specific to Open Protocol definitions to allow for the generation of reports at any of the of three different levels of information;
  • Liaising with the manager to confirm mappings for new positions held in the portfolios; and
  • Providing reports on a monthly, quarterly or annual basis as required.