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LV= Asset Management selects SunGard's APT for risk management

LV= Asset Management (LVAM), the fund management arm of mutual insurance and investment group LVAM, has selected SunGard's APT to help identify and manage risk across all its portfolios.

LVAM will use APT's global balanced risk model, a multi-factor risk model, to measure and attribute risk for a multitude of asset classes.

The global balanced risk model describes the risk profiles of over 200 000 securities, including equities, government and corporate bonds, currencies, commodities and popular derivatives.

Its coverage extends beyond developed economies to emerging, Arabian and frontier territories. In addition, LVAM will implement SunGard's APT Pro6, a desktop application used for exploratory risk analysis and risk-controlled portfolio construction processes, including portfolio optimisation. APT's Pro6 will help LVAM understand and control market risks through the analysis of volatility, relative risk and sensitivity to prevalent market factors, as well as stress test all funds.

Richard Acela, senior systems analyst at LVAM, commented: “SunGard's APT will help us gain greater control of our risk management processes and better understand the sources of risk that we are exposed to - both at the fund and aggregated level.

“The flexibility of the solution's risk attribution model allows us to investigate portfolio exposure to a choice of over 450 explanatory factors, rather than a static series of pre-packaged factors.

“SunGard's APT complements our existing enterprise data management system, providing additional data to help us gain effective risk control. We are also working to tighten internal deadlines and have been impressed with how quickly we can implement the SunGard solution.”

Emanuel Mond, president of SunGard's alternative investments business, commented: “In these volatile times, there is an increased focus on risk modelling. LVAM joins a growing number of firms selecting SunGard's APT to help ensure they can best understand the risks to their portfolios. APT models offer comprehensive coverage of asset classes and provide firms with a choice of two approaches - Monte Carlo or factor-based modelling with a factor library - to help ensure they adapt to market conditions.”

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LV= Asset Management

LV= Asset Management (LVAM) is a wholly-owned subsidiary of Liverpool Victoria Friendly Society Limited, better known as LV=, the largest friendly society in the UK. LVAM manages around lb7 billion of assets on behalf of LV= and a range of partner organisations.

LV=

LV= is a trademark of Liverpool Victoria Friendly Society Limited (LVFS) and LV= is a trading style of the Liverpool Victoria group of companies. The new LV= brand identity was launched in March 2007.

LV= employs more than 3 700 people, serves more than 3.6 million customers and members. Liverpool Victoria Friendly Society Limited is authorised and regulated by the Financial Services Authority and entered on the Financial Services Authority Register No. 110035. LVFS is a member of the ABI, AMI, AFS and ILAG. Registered address: County Gates, Bournemouth BH1 2NF. http://www.lv.com

SunGard's APT

SunGard's APT provides investment technology for a broad range of asset classes, countries and regions including data and software for understanding market risk, credit risk, liquidity risk and for portfolio construction and performance analysis. APT provides investors with statistical market risk models, performance and risk analytics and portfolio optimisation and construction tools. APT's customers include institutional and retail asset managers, pension funds, private wealth managers, hedge funds, broker/dealers, prime brokers and proprietary traders. http://www.sungard.com/apt

SunGard

SunGard is one of the world's leading software and IT services companies. SunGard serves more than 25 000 customers in more than 70 countries, including the world's 25 largest financial services companies.

SunGard provides software and processing solutions for financial services, higher education and the public sector. SunGard also provides disaster recovery services, managed IT services, information availability consulting services and business continuity management software. With annual revenue exceeding $5 billion, SunGard is ranked 472 on the Fortune 500 and is the largest privately held business software and services company on the Forbes list of private businesses. Based on information compiled by Datamonitor*, SunGard is the third largest provider of business applications software after Oracle and SAP. Continuity, Insurance & Risk has recognised SunGard as service provider of the year an unprecedented five times. For more information, please visit SunGard at www.sungard.com.

*January 2009 Technology Vendors Financial Database Tracker http://www.datamonitor.com