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ChathamDirect Product Update: Q1 2023


To deliver on the advantages clients gain from our seamless integration of advisory, operations, and technology, the ChathamDirect team continually enhances our platform, streamlining the way users manage their exposures, hedging policies, execution, valuations, and hedge accounting.

New ChathamDirect homepage and notifications center

Recently, ChathamDirect released a new homepage and notifications center. The new homepage is designed to promote action, giving you one page where you can access market data, transaction data, system reports, quick links, and the latest insights from Chatham. The new notification functionality within ChathamDirect allows you to quickly access important information and action items within the platform.

Improved integration capabilities

ChathamDirect’s new and improved integration capabilities drastically reduce time and effort through automation. Through our suite of standard integrations for trading platforms, ERPs, or TMSes, and our custom integration capabilities, your company’s manual processes around exposure capture, trade execution, and settlements can be optimized.

Updated period-end checklist

You can access a new and improved period-end checklist in ChathamDirect this quarter-end, featuring simplified questions and other upgrades. You can enter comments about changes in hedged items, review recent new counterparty relationships for completeness, and ensure commodity hedges are ready for period-end.

Enhanced management reporting

ChathamDirect continues to improve reporting capabilities through business intelligence. The new market data reports enable you to determine forward point cost/pick up. Choose your trade notional and tenor to see cost/pick-up for all currency pairs in your portfolio.

Remeasurement analysis report

Companies with a Balance Sheet hedging program can take advantage of our new remeasurement analysis report. Quickly compare your hedge gain/loss to your exposure gain/loss to analyze discrepancies by entity and by currency. Evaluate hedge gain/loss by seeing the effect of forward point mismatch and hedge timing mismatch.

Business intelligence for commodities

Companies with commodities exposures can utilize new business intelligence reports. Efficiently analyze hedge volume and mark-to-market by both index and counterparty. Inspect your counterparty share-of-wallet in seconds with our Counterparty Analysis report. Lastly, manage your exposures with our new Exposure Management report. Suggested hedges (based on your company’s targets), forecast analysis, and trade details are all available directly within ChathamDirect.

Looking ahead

We continually engage with you to learn your strategic objectives and day-to-day processes so we can focus our development efforts on the highest potential impact. That means you will continue to see enhanced functionality, tighter integration, and improved performance across our platform. Currently, we are working on user permissions within our exposure management modules, which will allow clients to assign users to specific entities, where they can upload and see exposures only for the entities they’ve been assigned to. We are also working on general enhancements to our cash flow and balance sheet exposure management modules, including the ability to tag exposures with more descriptive fields. Commodity enhancements within ChathamDirect are also in development and will appear later in 2023.

About ChathamDirect

ChathamDirect is an industry-leading financial risk management and hedge accounting platform that supports foreign exchange, interest rate, and commodity hedging programs. ChathamDirect provides a clear view of your entire hedging program, including cash flow forecasts, balance sheet exposures, and hedge requests — all securely available on our leading SaaS platform. ChathamDirect is backed by Chatham Financial, an employee-owned, independent market leader with a global team of capital markets experts, risk management advisors, CPAs, lawyers, quantitative analysts, and technology developers who serve more than 3,500 clients globally.

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