Challenge

Founded in 1923, this firm was a leading investment banking and securities trading and brokerage firm that offered financing, securities lending, clearing, and technology solutions to hedge funds, broker-dealers, and investment advisors. The Global Clearing Services division uniquely supported a wide variety of investment strategies, products, and styles.

 

The Global Clearing Services division selected Starpoint to create a Portfolio Performance Measurement and Attribution system to offer to its clients.

Solution

Starpoint worked closely with the firm’s internal business and technical teams to define the appropriate data and sources necessary to create a robust performance measurement and attribution engine that would serve all asset classes across its client base and strengthen the firm’s position in the market.

 

 

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