Swiss Finance & Property Group, a Swiss real estate asset manager with >USD15bn AuM, has appointed Broadridge for a full front-to-back transformation of its investment management technology platform. Broadridge will provide SFP Group with its integrated platform of investment management solutions, including trade order and execution management, portfolio management, pre/post trade compliance, risk management, middle office operations, and regulatory transaction reporting. The implementation also includes Broadridge’s SWIFT services and trade settlement monitoring, while performance measurement and portfolio simulation capabilities will be powered by Confluence’s Revolution, a Broadridge partner for performance analytics.
