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About Broadridge

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 0103North America
+65 6438 1144APAC

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