Chicago-based OASIS Investment Strategies, the cash management affiliate of RJ O’Brien & Associates (RJO), has now opened its global cash, collateral and margin management service to all types of financial institutions with excess cash on deposit.
Building off a decade of success as a separate affiliate devoted primarily to managing cash and collateral for RJO – the nation’s oldest and largest independent futures brokerage and clearing firm – OASIS Investment Strategies has operated under that name since 2016. Previously known as RJO Investment Management and with a seven-year track record as a Registered Investment Advisor (RIA), the affiliate is now focused on separately managed account business. RJO remains a client.
Julie DeMatteo, OASIS Investment Strategies CEO, says: “We’re excited to broaden our OASIS services with this strategic investment offering to firms in and beyond the alternative investment community, whether they are managed funds such as Commodity Trading Advisors, hedge funds, ’40 Act funds, other futures commission merchants or institutional investors globally. We recognized that we had a tremendous asset in the firm, with talented and experienced staff who rose to the challenge in the persistently low interest rate environment in which we’ve operated over the past decade.
“Now as interest rates rise, and regulatory and money market reforms take hold, institutions face pressure to create alpha and make prudent use of every dollar and basis point, every day. We can add tremendous value by establishing innovative capital and operational efficiencies as well as optimising the return on margin capital so our clients can focus on serving the needs of their constituents. We’re able to leverage our hands-on expertise, resources, infrastructure and business partners on behalf of a wide range of firms, regardless of their portfolio size. And we can customise the offering to suit each client’s cash flow, maturity, credit quality and investment objectives.”
OASIS Investment Strategies specialises in all forms of cash and fixed income investments, as well as Treasury and back-office support. With access to investment products from a broad network of prime, regional and boutique brokers, the team has extensive experience in actively managing portfolios of short-term duration and addressing the complex requirements of the exchange-traded derivatives markets.
In addition to DeMatteo, the OASIS Investment Strategies senior team includes three investment industry veterans. Eric Gurdian, Executive Director and Chief Investment Officer, has more than 25 years of industry experience at major international banks and brokerage firms. Mark Clements, Director and Senior Portfolio Manager, has 20 years of experience, including 10 as Vice President and Portfolio Manager of Horizon Cash Management LLC. Richard Ignacio is a Portfolio Manager, with 15 years of experience, including 10 as Vice President and Head of Portfolio Operations of Horizon Cash Management.