Client Overview
- Hedge Fund
- AUM: $250+ million
- EMEA
- Investments in multi-asset macro portfolio with a large number of OTC derivatives
Problems Faced
Find a solution that offers both broad front-to-back functionality – from order management to risk analysis – and support for complex instruments and multiple account structures.
Broadridge Solution
Broadridge single vendor multi-asset solution with broad functionality across the front, middle and back office.
Order Management, Portfolio Management, Risk Management
- Consolidated technology platform
- Portfolio management & trade order execution
- Quantitative portfolio risk & analytics
- Reference data – price & security
- Data warehouse, client reporting & dashboards
Why Broadridge
- In adding managed accounts, they needed to add an OMS system, since their current portfolio and risk system could not handle SMAs. Decision was either a bolt-on OMS or a fully integrated solution with OMS. The Broadridge solution outperformed other options.
- Broadridge compliance functionality was crucial to successfully handling managed accounts.
Client Results
- Enabled a robust pre-trade compliance process.
- Helped their push into more complex instrument types.
- Supported a number of separately managed accounts (SMAs) to increase access to additional investor types.
Learn more about our portfolio management solution.
Let’s talk about what’s next for you
Our representatives and specialists are ready with the solutions you need to advance your business.
Want to speak with a sales representative?
| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |
Thank you.
Your sales rep submission has been received. One of our sales representatives will contact you soon.
Want to speak with a sales representative?
| Table Heading | |
|---|---|
| +1 800 353 0103 | North America |
| +442075513000 | EMEA |
| +65 6438 1144 | APAC |
