Long/Short Equity Hedge Fund Enhances Portfolio Management

Client overview

• Hedge Fund - Long/Short Equity
• AUM: $500+ Million
• Region: Asia-Pacific
• Investment strategies: Focused on Asian equities with a long-term, value-oriented approach

Problems Faced

• Relied on manual Excel analysis of the portfolio to determine position sizes across numerous user-defined exposure buckets. These Excel extracts were incapable of reflecting real-time market movements and were therefore often incorrect.
• Lacked integrated risk modeling capabilities and flexibility in their scenario analysis in the current portfolio management system. This prevented them from fully determining the impact that significant market moves across interest rates, commodity markets, and many other market risk factors could have on the portfolio.
• Need for a solution that could support the specific cuts of the portfolio and provide a holistic view, so that they could view the portfolio from a number of different vantage points to best assess sector, country and issuer concentrations.

Broadridge Solution

One system with a seamless integration of front, middle, and back-office functions that provides (1) superior real-time risk modeling capabilities and flexibility in analyzing the portfolio, (2) elimination of manual spreadsheet analysis through automated tools, and (3) the ability to support multiple user definable exposure buckets for the CIO.

Order & Portfolio Management, NYFIX Matching, & Class Actions

• Broadridge Portfolio Management system with built-in Real-Time Risk capabilities
• Tailored exposure views to suit the CIO’s need for different cuts of the portfolio
• Scenario & Sensitivity Analysis to help size and build positions and effective hedge strategies

Client Results

The client leveraged Broadridge's integrated risk modeling capabilities and flexible portfolio analysis tools to enhance their investment process. The client achieved improved portfolio management, enhanced risk analytics, and efficient compliance with investment mandates, ultimately leading to a streamlined and more effective approach to asset management.

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