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 advantage of market conditions while also preventing them from hedging efficiently. This situation was also critical because of all the volatility in the market. Investors were demanding better risk management practices and without such a platform, they weren’t able to raise capital from institutional investors.

Solution

NorthPoint Solutions built a Portfolio Management System that consolidated all of their positions into a single system and integrated with a real-time Bloomberg Market data feed. The result was that the hedge fund could generate real-time exposure and PnL reports across any dimension that they tracked. This real-time view of risk allowed them to make better investment decisions and hedge more efficiently.

Benefits

• Provided real-time PnL and exposure reporting
• Saved time and money in booking hedges
• Enabled the hedge fund to satisfy the risk management requirements of the institutional investor and secure a $1 Billion investment