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+1 800 353 0103	Amérique du Nord
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Macro Hedge Fund Manages Complex Instruments

Expanded broad front-to-back functionality – order management, account structures, and risk analysis.

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

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

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Resource

Visual Analytics

Article

Asset Managers Moving Into Private Debt

Resource

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

EDGARForms

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