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About Broadridge

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

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

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Want to speak with a sales representative?

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