Case Study: European long/short fund achieves real-time P&L and risk visibility with Broadridge Portfolio Master

Fund overcomes workflow inefficiencies with order and portfolio management system

European long/short fund Company, a start-up hedge fund investing in European equities, FX, futures, and CFDs, needed a single low-cost solution that could give two autonomous portfolio managers real-time visibility into P&L and risk for each sub-book. The firm also wanted minimal internal IT support and a process-driven workflow without relying on spreadsheets or custom development. Broadridge’s Portfolio Master and Hosted Services were selected to meet these requirements.

Broadridge implemented an integrated order and portfolio management platform that provides real-time P&L monitoring, risk reporting, compliance, and direct DMA execution, with connectivity to more than 400 destinations. The hosted deployment reduced hardware, software, and support overhead while delivering rapid setup, strong customer support, and a lower total cost of ownership. As a result, the fund gained a flexible end-to-end workflow and the ability for portfolio managers to trade directly from the system with immediate insight into exposure and performance.