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Case Study

Meeting Regulatory Demands With Managed Data Services

Broadridge helps a fund administrator adapt to regulatory changes while maintaining the highest standards of service to clients.

Like many in the financial industry, this large North American fund administrator needed to comply with FAS 157, the Financial Accounting Standards Board's requirements for measuring fair market value. The firm wanted an external partner to develop a “value-added service” to enhance their existing pricing model by enabling external fund managers to compare and select, at the fund level, the prices to use when valuing their holdings.

Broadridge provided a customizable asset valuation pricing solution that satisfied global regulatory requirements, as well as the client's tailored data demands. They were able to continue meeting the highest standard of support for investment managers while minimizing their own regulatory and operational risk.