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.
