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“Hedge funds should be focused on two activities: alpha generation and capital raising. They shouldn’t have to be system integrators. They shouldn’t have to worry about whether their technology – be it order management, portfolio management or risk systems – are integrated, and are going to work for them every day.”
- Bennett Egeth, President of Broadridge Investment Management Solutions

Our whitepaper, "Enhanced Alpha from Operational Efficiency," shows why in this complicated environment, successful firms will not be those that invest in technology for technology’s sake, they will be those that are able to keep pace with change, and to identify ways to make that change work for them.


Whitepaper
Hedge Funds and Their Data: Investing In Operational Excellence And Attracting New Captial
How successful funds secure new capital by investing in data management, data aggregation and reporting
Learn more


- Bennett Egeth, President of Broadridge Investment Management Solutions

Whitepaper
Enhanced Alpha from Operational Efficiency
Execute more intelligent risk, trading and portfolio management solutions
Learn more
Download Whitepaper
"Hedge funds should be focused on two activities: alpha generation and capital raising. They shouldn’t have to be system integrators. They shouldn’t have to worry about whether their technology – be it order management, portfolio management or risk systems – are integrated, and are going to work for them every day.”
- Bennett Egeth, President of Broadridge Investment Management Solutions

Our whitepaper, "Hedge Funds and Their Data: Investing in Operational Excellence and Attracting New Capital," demonstrates how successful funds secure new capital by investing in data management, data aggregation and reporting. Hedge funds are enhancing their data infrastructure to vastly improve their operational workflows to address the increasingly complex regulatory environment. Download now


SOLUTION OVERVIEW
Integrated Risk Solutions
The clarity hedge funds need to manage risk and protect alpha
Learn more
Download Whitepaper
"Hedge funds should be focused on two activities: alpha generation and capital raising. They shouldn’t have to be system integrators. They shouldn’t have to worry about whether their technology – be it order management, portfolio management or risk systems – are integrated, and are going to work for them every day.”
- Bennett Egeth, President of Broadridge Investment Management Solutions

Our whitepaper, "Hedge Funds and Their Data: Investing in Operational Excellence and Attracting New Capital," demonstrates how successful funds secure new capital by investing in data management, data aggregation and reporting. Hedge funds are enhancing their data infrastructure to vastly improve their operational workflows to address the increasingly complex regulatory environment. Download now


WHITEPAPER
Hedge Funds and Their Data: Investing In Operational Excellence And Attracting New Captial
How successful funds secure new capital by investing in data management, data aggregation and reporting
Learn more

DOWNLOAD THE REPORT
“[Broadridge] draws a sharp distinction from other solutions in fully integrating portfolio, risk, and reporting, thus alleviating the need for separate systems or interfaces.”
CEB TowerGroup

As asset managers work to generate alpha under challenging market conditions, the need for an order management system (OMS) that can handle both portfolio and risk management is high. CEB Tower Group published a report we’d like to share with you, that includes a featured audit of Broadridge Portfolio Master. The report highlights Portfolio Master’s integrated portfolio, risk and reporting system which eliminates the need for separate systems and provides all the tools needed for firms to manage the full trade life cycle in a single application – from order generation and real time portfolio and P&L analysis to pre/post-trade compliance and integrated risk management.

Download the "Broadridge Profiled in CEB TowerGroup's Buy-Side OMS Report."


PRESS RELEASE
Hedgeweek Names Broadridge Investment Management Solutions Best Risk Management Software Firm
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WHITEPAPER
Broadridge Profiled in CEB TowerGroup's Buy-Side OMS Report
CEB TowerGroup advises firms to integrate Portfolio and Risk Management into OMS
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The past decade has flooded asset managers with challenges and complications, all of which are challenging to not only understand but manage effectively. Asset managers continue to look for solutions which enable them to excel in the face of unexpected challenges. Many find that Operational Risk Management (ORM) could be the path to manage challenges and complications, and therefore priority should be given to operational practices that not only reduce risk, vulnerabilities and loss, but also connect processes, systems and people.

SIFMA's Asset Managers Forum (AMF) Operational Risk Committee and Broadridge jointly address this topic in a white paper titled "Operational Risk: Tailoring the right model for asset management firms". Through this white paper, we share insights to help you customize the right program for your firm, and explore efficient and effective ways smaller and mid-sized asset management firms can develop the most critical aspects of an operational risk framework, including:

  • Business model complexity assessment
  • Methods for risk and control
  • Vendor oversight and management

Download our white paper "Operational Risk: Tailoring the right model for asset management firms."

ARTICLE
The Risk Battleground: A New Focus on Oversight and Aggregation
Gordon Russell explains how risk management has always been crucial to the capital markets industry, but its importance was greatly magnified after the global financial crisis
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Putting the Genie Back in the Bottle

DOWNLOAD WHITE PAPER

An increasingly demanding and fragmented regulatory environment, growing investor sophistication and heightened awareness of market and operational risk management all factor into the complexity of running a successful hedge fund. Discover which options provide the best ability to focus on generating alpha via strategies, products, and jurisdictional alternatives, while still providing the most flexible and reliable operational processes, maintenance, assessment, reporting, and retrieval.

To learn more, download your copy of “Putting the Genie Back in the Bottle.”

SOLUTION OVERVIEW
Integrated Risk Solutions
The clarity hedge funds need to manage risk and protect alpha
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PRESS RELEASE
Hedgeweek Names Broadridge Investment Management Solutions Best Risk Management Software Firm
Learn more

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SOLUTION
Operational Risk Management
Broadridge’s Operational Risk Management Solution provides the capabilities for measuring, monitoring and mitigating operational risk.
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REPORT
Improving Core Investment Decision-Making to Generate Alpha
Broadridge Profiled in CEB TowerGroup's Buy-Side OMS Report.
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WHITE PAPER
Hedge Funds and Their Data
How successful funds secure new capital by investing in data management, data aggregation and reporting.
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WHITE PAPER
Enhanced Alpha from Operational Efficiency
Execute more intelligent risk, trading and portfolio management solutions.
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WHITE PAPER
Charting a Path to Post-Trade Utility
Discover how a post-trade utility is a natural starting point to mutualize costs, streamline compliance, deliver innovation and create network leverage.
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PRESS RELEASE
Hedgeweek Names Broadridge Investment Management Solutions Best Risk Management Software Firm
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INFOGRAPHIC
The Promise of Transformation
How asset management firms are managing increasing complexity and regulation.
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EXECUTIVE BRIEF
5 Considerations to Build a Future-Ready Business Model
How operations executives can help ensure successful business growth and development.
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CHECKLIST
10 Ways to Know if Your Firm is Ready to Modernize
The first step on this journey requires the ability to assess the type of business transformation necessary to help the firm meet its operational and financial goals.
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Q&A
Ready to Choose a Transformation Partner? Ask These 10 Questions
To help you make an informed decision, make sure your potential service provider can answer these 10 questions to your satisfaction.
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