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New York, NY 10036

Tel: 212-819-1700

infoUS@northps.com

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Tel: 617-725-8888

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Financial Services Case Studies

Case Study: Fund Management System
A small but rapidly growing multi-strategy hedge fund was having an increasing difficult time tracking their trades and managing their portfolios on spreadsheets. Moving to a fully functional... Learn more
Case Study: Portfolio Management
A multi-billion dollar hedge fund was continually investing in a very limited Portfolio Monitoring tool that needed to be replaced because of business and technical limitations. Every changed... Learn more
Case Study: Investor Reporting
A middle market originator of loans produces a monthly report on performance of their assets. Most of the data for these reports come from cutting and pasting from Wall Street Office (“WSO... Learn more
Case Study: Loan OMS
A $7 Billion CLO manager was capturing US/Euro multi-currency broadly syndicated loan trades in Excel spreadsheets. These spreadsheets served as the platform for exposure/risk reporting, generating... Learn more
Case Study: Portfolio and Risk Management
A multi-billion dollar hedge fund lacked a consolidated position and exposure platform with real time updates. Not having a consolidated view of exposure/PnL impaired the traders ability to take... Learn more
Case Study: OTC Settlements
Unwinding and Settlements for Over the Counter (OTC) Derivatives involved issues causing operational inefficiencies. Tax Lot selection could not be handled well by Portfolio Accounting System for... Learn more

case studies

Case Study: Portfolio Management
A multi-billion dollar hedge fund was continually investing in a very limited... Learn more
Case Study: Portfolio and Risk Management
A multi-billion dollar hedge fund lacked a consolidated position and exposure... Learn more
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