2014 Global Hedge Fund Technology

Benchmark Study Results

Wednesday, November 12, 2014

TODAY’S EXPERTS

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Kaleigh Alessandro

Marketing Programs Manager

Eze Castle Integration

Matt Jones

Partnership Manager

Eze Castle Integration

TODAY’S AGENDA

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• Respondent Profile

• Assets

• Strategy

• Offices/Employees

• Data Findings

• Front Office

• Middle & Back Office

• Looking Forward

SURVEY RESPONDENTS

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• Total Respondents = 279

SURVEY RESPONDENTS

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SURVEY RESPONDENTS

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SURVEY RESPONDENTS

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• Top 5 Prime Brokers consistent with 2014 results:

DATA

FINDINGS

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FRONT OFFICE

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Order/Execution Management

Market Data

Market Analytics

Research/Document Management

ORDER MANAGEMENT

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• Eze OMS, Bloomberg are top choices in 2014

MARKET DATA & ANALYTICS

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• Bloomberg continues domination

RESEARCH/DOC MGMT

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• Most firms managing documents in-house

MIDDLE/BACK OFFICE

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Portfolio Accounting

Risk Management

Fund Administration

CRM System

Message Archiving

Mobile Technology

PORTFOLIO ACCOUNTING

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• Advent remains top vendor with Geneva, Axys

RISK MANAGEMENT

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• Majority of firms are NOT using risk management tools

FUND ADMINISTRATION

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• Citco remains top Fund Admin used by respondents

CRM SYSTEM

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• Backstop, Salesforce, Pertrac top CRM choices

MESSAGE ARCHIVING

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• Most firms in industry are using Global Relay

MOBILE TECHNOLOGY

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• Most firms supporting multiple devices, BYOD

TRENDS OUTLOOK

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Investor Due Diligence

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