Case Study: Leading Counterparty Management and Securities Finance Company achieves over $2MM in annual savings with Hazeltree

Leading Counterparty Management and Securities Finance Company - Customer Case Study

Leading Counterparty Management and Securities Finance Company, a large global asset manager with $120+ billion in AUM and eight prime broker relationships, was struggling with limited visibility into borrow costs, wallet share, and counterparty exposure. With no full-time treasury staff, the company relied on manual spreadsheets and disconnected portals to manage securities borrowing, short locates, and counterparty reporting, creating inefficiencies, data risks, and operational burden. Hazeltree’s securities finance and counterparty management capabilities were brought in to address these challenges.

Hazeltree implemented an integrated treasury management solution, including Hazeltree Securities Finance™ and Hazeltree Counterparty Metrics™, connected to existing systems such as Linedata LongView OMS™ and single sign-on infrastructure. The solution streamlined short locating, improved rate transparency, automated counterparty monitoring, and reduced manual analysis, resulting in over $2 million in annual savings and roughly 1 FTE of capacity saved. Hazeltree also helped the firm improve scalability, visibility, and control while reducing operational risk.