New York
01 August 2017
Reporter: Jenna Lomax

Optimas Capital opts for Broadridge investment management solution


Hong Kong-based asset manager Optimas Capital has turned to Broadridge Financial Solutions to assist with portfolio management.

Optimas Capital, which has more than USD 250 million in assets under management, chose Broadridge’s Portfolio Master solution for its “accurate and smooth processing capability.”

According to Broadbridge, its investment management software provides accurate calculation and attribution of client portfolios with streamlined operations, particularly in “labour-intensive investment management processes” such as stock borrowing and fee handling.

Optimas Capital CFO Jimmy Wong said: “Broadridge’s investment management solution’s comprehensive ability to handle front -to back-office processing for multiple asset classes on a single platform, and the stability of its Asia-based SSAE16 certified data centre are real differentiators and save time and costs.”

Regional director of Broadridge and general manager for Hong Kong, Askin Leung, added: “We are excited to deliver a richer straight-through processing solution to automate front-to back-office processes for every moving part of Optimas Capital’s portfolio management process. With our advanced order management system, Optimas will experience more robust and extensive order generation and routing capabilities.”

Broadbridge processes more than $5 trillion in fixed income and equity trades per day.

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