Swiss Finance & Property Group (SFP Group), a Swiss real estate asset manager with over $15bn in assets under management, has agreed a deal with Broadridge to integrate its investment management platform solution.
This includes trade order and execution management, portfolio 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 strategic partner for performance analytics.
Nicolas Di Maggio, CEO of SFP Group, noted the implementation would provide the foundations for continued growth and scale: Broadridge is providing us with the future-ready, integrated platform that will evolve with
our business, and enable us to strengthen operational resilience, and smarter, more agile decision-making. This front to back operational and technology transformation is a foundational step in aligning our technology infrastructure with our long-term growth ambitions and regulatory commitments.”
The solution delivers built-in regulatory controls and oversight tools supporting “adherence to Switzerland’s evolving FINMA requirements for outsourcing, cyber risk, and operational resilience,” Broadridge noted.
The adoption of the platform comes after the group conducted a comprehensive operating model evaluation, aiming to replace legacy portfolio management and SWIFT infrastructure systems with new infrastructure.
