Case Study: Large Hedge Fund achieves streamlined operations and cost savings with Enfusion

Large Institutional Manager Boosts Portfolio Agility and Implements Seamless Trade Execution

Large Hedge Fund is a global institutional manager based in New York with nearly $3 billion in assets under management, trading equities, swaps, options and futures across multiple master funds. The firm’s legacy setup — separate OMS, accounting system and data warehouse each on local servers — forced daily “wipe and load” reconciliations, manual processes, multiple vendors and high IT overhead. In 2014 the Large Hedge Fund engaged Enfusion to consolidate and modernize its front-to-back workflows on a single, cloud-hosted platform.

Enfusion delivered a cloud-based all-in-one solution covering OMS, EMS, PMS, Risk, Accounting & Compliance and automated key workflows (pre-trade compliance, position sizing, rebalancing and complex allocations). After 18 months the client eliminated local servers and outsourced IT, reduced reconciliation work and ongoing technology costs, gained weekly non-disruptive updates and remote access, and expanded the relationship to include Enfusion Visual Analytics (EVA), materially lowering operational overhead and technology footprint.