Enfusion
27 Case Studies
A Enfusion Case Study
Global Hedge Fund, a value‑oriented event‑driven opportunistic credit and equity manager overseeing over $2 billion, faced a fragmented technology stack: an expensive standalone accounting system separate from an OMS/EMS, in‑house tools, and reliance on phone/chat order placement. The disconnect forced manual trade entry into back‑office systems and time‑consuming Excel workflows, creating operational bottlenecks that threatened the firm’s plans to scale assets under management.
Enfusion replaced the patchwork environment with its unified front‑to‑back platform—deploying Enfusion’s OMS and Accounting, FIX connectivity, corporate actions automation, customizable views, and built‑in pre‑ and post‑trade compliance—so the firm could trade directly with brokers, run reports from the system instead of Excel, and automate complex workflows. Enfusion’s single data set produced substantial savings by eliminating the standalone accounting system, reduced manual entries, improved monitoring, and delivered the scalability needed to support Global Hedge Fund’s growth.
Global Hedge Fund