Case Study

Client Case Study: Managed Data Services

Client Case Study: Managed Data Services

Pages 5 Pages

Client Case Study: Managed Data Services Meeting the challenge of regulatory demands and creating a value added client service. Broadridge developed a customizable asset valuation pricing solution that satisfied our clients’ tailored data demands and global regulatory requirements. Business opportunityLike many in the nancial industry, this large North American Fund Administrator, needed to comply with the FASB regulation FAS — fair market value. They wanted an external partner to develop a “value added service” to their existing pricing model that allowed external fund managers to compare and select, at the fund level, the prices to be used when valuing their holdings. Our clients’ requirements included: The quick adaptation of complex regulatory requirements providing pricing tran

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