2014 hedge fund technology benchmark study results
TRANSCRIPT
TODAY’S EXPERTS
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Kaleigh Alessandro
Marketing Programs Manager
Eze Castle Integration
Matt Jones
Partnership Manager
Eze Castle Integration
TODAY’S AGENDA
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• Respondent Profile
• Assets
• Strategy
• Offices/Employees
• Data Findings
• Front Office
• Middle & Back Office
• Looking Forward
SURVEY RESPONDENTS
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• Top 5 Prime Brokers consistent with 2014 results:
FRONT OFFICE
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Order/Execution Management
Market Data
Market Analytics
Research/Document Management
ORDER MANAGEMENT
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• Eze OMS, Bloomberg are top choices in 2014
RESEARCH/DOC MGMT
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• Most firms managing documents in-house
MIDDLE/BACK OFFICE
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Portfolio Accounting
Risk Management
Fund Administration
CRM System
Message Archiving
Mobile Technology
PORTFOLIO ACCOUNTING
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• Advent remains top vendor with Geneva, Axys
RISK MANAGEMENT
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• Majority of firms are NOT using risk management tools
FUND ADMINISTRATION
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• Citco remains top Fund Admin used by respondents
CRM SYSTEM
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• Backstop, Salesforce, Pertrac top CRM choices
MESSAGE ARCHIVING
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• Most firms in industry are using Global Relay
MOBILE TECHNOLOGY
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• Most firms supporting multiple devices, BYOD