Atlas Responsible Investors Optimizes Tech with Broadridge's Portfolio and Order Management Solution

Rhea-AI Summary

On March 23, 2023, Atlas Responsible Investors announced a significant technology enhancement by implementing a cloud-based portfolio and order management solution from Broadridge Financial Solutions (NYSE: BR). This move aims to improve operational efficiencies and risk management across multiple asset classes.

Quentin Dumortier, founder and CIO of Atlas, emphasized the need for a customizable solution to centralize their various investment strategies, while Broadridge's Mike Sleightholme highlighted the increasing demand for integrated platforms in investment management. Broadridge, recognized as a fintech leader with over $5 billion in revenue, provides essential infrastructure that facilitates trading and corporate governance.

Positive

• Enhanced operational efficiencies for Atlas through cloud-based solutions.
• Improved risk management capabilities across multiple asset classes.
• Broadridge's portfolio management suite supports customization and integrates front, middle, and back office functions.

Negative

• None.

Enables Atlas to gain investment management operational efficiencies and better manage risk

NEW YORK and LONDON, March 23, 2023 /PRNewswire/ -- Atlas Responsible Investors, one of the first hedge fund managers to concentrate exclusively on impact investing, has enhanced its technology by implementing a cloud-based portfolio and order management solution from global Fintech leader Broadridge Financial Solutions, Inc. (NYSE: BR). This tech enhancement will help Atlas Responsible Investors drive middle-office operational efficiencies, enable the management of multiple asset classes and better manage risk.

"We run a number of different strategies, namely long-short equity and long-only, together with tailored managed accounts. To centralize our operations as much as possible, we had to implement a customizable solution," said Quentin Dumortier, Atlas Responsible Investors' founder and CIO. "We're strongly committed to ESG investing, and the degree to which we can customize our views for all our strategies, along with the ability to support multiple asset classes, made Broadridge's portfolio management solution the standout choice for us."

"The demand continues to grow among investment management firms for integrated platforms, and we're pleased to be able to provide Atlas with a solution to meet their unique needs and help them excel in their pursuit to align capital with purpose," said Mike Sleightholme, president of Asset Management Solutions, Broadridge. "As the needs of our clients have evolved, our portfolio management suite has grown in lock-step to support an increasingly complex industry."

The Broadridge portfolio management suite provides an integrated approach to modeling and executing trades and real-time tracking of portfolios, supporting firms' compliance and operations. The solution enables teams across the front, middle and back office to all work off of the same data set, and yet still supports customization for an individual user's requirements. Firms choose Broadridge's portfolio management suite to help drive business transformation, optimize efficiency, accelerate product innovation, maximize data accuracy and visibility, and navigate risk.

About Broadridge

Broadridge Financial Solutions (NYSE: BR), a global Fintech leader with more than $5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. We deliver technology-driven solutions that drive business transformation for banks, broker-dealers, asset and wealth managers and public companies. Broadridge's infrastructure serves as a global communications hub enabling corporate governance by linking thousands of public companies and mutual funds to tens of millions of individual and institutional investors around the world. Our technology and operations platforms underpin the daily trading of more than U.S. $9 trillion of equities, fixed income and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries. For more information about us and what we can do for you, please visit www.broadridge.com.

Media Contacts

US
Caroline Wolf
+1 646-818-9210  
cwolf@prosek.com 

Europe
Hannah Polson
+44 (0) 7974 244217
BroadridgeEMEA@cognitomedia.com

Asia Pacific Kainoa Blaisdell
Teneo
+65 6955 8874
ASIA-broadridge@teneostrategy.com

View original content:https://www.prnewswire.com/news-releases/atlas-responsible-investors-optimizes-tech-with-broadridges-portfolio-and-order-management-solution-301779423.html

SOURCE Broadridge Financial Solutions, Inc.

FAQ

What technology solution did Atlas Responsible Investors implement from Broadridge (NYSE: BR)?

Atlas Responsible Investors implemented a cloud-based portfolio and order management solution from Broadridge.

When was the technology enhancement announced by Atlas Responsible Investors?

The technology enhancement was announced on March 23, 2023.

What are the benefits of Broadridge's portfolio management suite for Atlas?

The suite provides operational efficiencies, better risk management, and supports multiple asset classes.

Who is the founder and CIO of Atlas Responsible Investors?

Quentin Dumortier is the founder and CIO of Atlas Responsible Investors.

What industry does Broadridge Financial Solutions (NYSE: BR) operate in?

Broadridge operates in the fintech industry, providing infrastructure for investing and corporate governance.