Financial Services Case Studies
A multi-billion dollar Asset Manager, who invests in all classes of investments, required order management and trade flow processing functionality for complex asset classes that could not be...
A multi-billion dollar Hedge Fund, who invests in credit-oriented and fixed income strategies involving OTC derivatives, required order management and trade flow processing functionality that could...
A multi-billion dollar, New York-based Family Office, who invests in hedge funds, private equity funds, and directly-held equity, fixed income, and derivative instruments, required position and...
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...
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 required or new...
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...
