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

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Macro Hedge Fund Manages Complex Instruments

Client Overview

Problems Faced

Broadridge Solution