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Asset Owner Enhances Order/Portfolio Management

Investing in public and private assets while leveraging direct and indirect investments.

Client Overview

Pension – Asset Owner
AUM: £35 billion in pension fund assets
EMEA
Formed by combining a number of public sector pension funds with investments in public and private (PE) markets

Problems Faced

Find a portfolio and order management solution and underlying data management infrastructure, that support a complex mix of internally managed portfolios, investing in both public and private assets and leveraging both direct and indirect investments.

Broadridge Solution

Flexibility of Broadridge Portfolio Management was the key – broad functionality for the front, middle and back office.

Portfolio Management, Risk Analytics, Data Warehouse

Consolidated technology platform
Portfolio management & trade order execution
Quantitative portfolio risk & analytics
Investment mandate & regulatory compliance
Reference data – price & security
Data warehouse, client reporting & dashboards

Why Broadridge

Needed to cover public and private (PE) in a single system.
Broadridge has a robust and extensible data structure.

Client Results

They now get a consolidated view of both direct and indirect investments, as well as public and private markets.
More easily able to remain compliant with their investment mandates.
Helped facilitate access to a broader range of asset classes.

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?

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+1 800 353 0103	North America
+442075513000	EMEA
+65 6438 1144	APAC

First name*

Last name*

Work email address*

Telephone*

Country*

Company name*

Job title*

What would you like a Broadridge sales representative to contact you about?

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+1 800 353 0103	North America
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+65 6438 1144	APAC

Resource

Visual Analytics

Video

Get More from Your Data

White Paper

Future of Operations: Simplifying Operations With Data

Want to see our global services?

Advisor Content Communication Platform

Advisor Resource Centre

Advisor Websites

Annual Compliance

Asset Servicing

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Broadridge Alternative Investments Hub

Broadridge Video Studio

Business Process Outsourcing

Capital Markets Disclosures

Cash Management

Collateral Management

Compliance and Regulatory Accounting Business Process Outsourcing

Connectivity

Consumer Preference and Profile Management

Control Solutions

Credit and Market Risk

Customer Communications

Data Management and Archival

Data Management, Analytics and Reporting

Derivatives Trade Processing

Digital Delivery

Digital Document Delivery

Digital Experience Management

Direct Marketing

Document Composition

Equity Trade Processing

Expense Management and Fee Validation

Expense Management Business Process Outsourcing

Financial Statement and MRFP Delivery Solution

Fixed Income Trade Processing

Foreign Exchange Trade Processing

Global Post Trade Management

Global Securities Class Action

Global SWIFT Services

Intraday Risk Monitoring

Investment Accounting

Operational Risk Management

Performance and Attribution

Performance Dashboards and Operational Reports

Portfolio and Order Management

Portfolio Securities Voting

Post Trade and Regulatory Compliance

Pricing and Valuation

Print Delivery

Print Solutions

Professional Services

Proxy Management

Proxy Services

R•Digital

R•Funds

R•Wholesale Term

Reconciliation

Reconciliation Business Process Outsourcing

Reference Data Business Process Outsourcing

Reference Data Management

Revenue Management and Fee Billing

Securities Finance

Virtual Shareholder Meeting

Visual Analytics

Advisor Content Communication Platform

Advisor Resource Centre

Advisor Websites

Annual Compliance

Asset Servicing

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Broadridge Alternative Investments Hub

Broadridge Video Studio

Business Process Outsourcing

Capital Markets Disclosures

Cash Management

Collateral Management

Compliance and Regulatory Accounting Business Process Outsourcing

Connectivity

Consumer Preference and Profile Management