Let’s talk about what’s next for you Talk to us

Our representatives and specialists are ready with the solutions you need to advance your business.

Want to speak with a sales representative?

Table Heading
+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?

Thank you.

Your sales rep submission has been received. One of our sales representatives will contact you soon.

Want to speak with a sales representative?

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

Parlons de ce qui vous attendTalk to us

Nos représentants et nos spécialistes sont prêts à vous apporter les solutions dont vous avez besoin pour faire progresser votre entreprise.

Vous voulez parler à un représentant commercial?

Table Heading
+1 800 353 0103	Amérique du Nord
+1 905 470 2000	Canada Markham
+1 416 350 0999	Canada Toronto

Prénom

Nom de famille

Adresse de courriel professionnelle

Téléphone professionnel

Country

Nom de l'entreprise

Titre du poste

À propos de quoi aimeriez-vous qu'un représentant commercial Broadridge vous contacte ?

Merci. .

Votre soumission a été reçue. Nous communiquerons avec vous sous peu.

Vous souhaitez parler à un commercial ?

Table Heading
+1 800 353 0103	Amérique du Nord
+1 905 470 2000	Canada Markham
+1 416 350 0999	Canada Toronto

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?

Table Heading
+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?

Thank you.

Your sales rep submission has been received. One of our sales representatives will contact you soon.

Want to speak with a sales representative?

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

Resource

Visual Analytics

Video

Get More from Your Data

White Paper

Future of Operations: Simplifying Operations With Data

22c-2 Compliance

Advisor Resource Center

Annual Compliance

Asset Servicing

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Broadridge Alternative Investments Hub

Broadridge Global Custody Solutions

Capital Markets Disclosures

Cash Management

Collateral Management

Connectivity

Consumer Preference and Profile Management

Credit and Market Risk

Data Management and Archival

Data Management, Analytics and Reporting

Digital Delivery

Digital Experience Management

Distributed Marketing Solution

Distribution 360

Document Composition

Enhanced Packaging

Enhanced Proxy Design

Expense Management and Fee Validation

Fact Sheets

Fi360 Data and Analytics

Fi360 Learning and Development

Fi360 Software and Technology

Financial Reporting

Fund Budgeting and Accruals

Global Market Intelligence

Global Securities Class Action Services

Global SWIFT Services

Institutional Market Intelligence

Intraday Risk Monitoring

Investment Accounting

InvestorView

Local Business Listings

Managed Services, Hosting and Integration

Market Analytics

MiFID II Compliance

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 and Postal Optimization

Proxy Services

ProxyVote

Reconciliation

Reference Data Management

Registered Proxy Services

Regulatory Communications

Revenue Management and Fee Billing

Sales and Asset Reporting

Securities Finance

Seminars

Shareholder Data Services

Sponsored Name Placement

Stock Transfer

Tax Services

Trade Processing and Settlement

Trading Platforms

Translation Services

Trust and Custody Services

Vdr

Virtual Shareholder Meeting

Visual Analytics

22c-2 Compliance

Advisor Resource Center

Annual Compliance

Asset Servicing

Bank Debt and Loan Trading

Beneficial Proxy Services

Billing and Expense Management

Broadridge Alternative Investments Hub

Broadridge Global Custody Solutions