Broadridge Financial Solutions, Inc. · NYSE:BR
Broadridge Financial Solutions — Opal Family Office and Private Wealth Forum 2016
10 slides from Broadridge Financial Solutions's conference presentation, Jul 20, 2016
Slide 1: Overload to Insight
July 20, 2016 Overload to Insight Accuracy, access and efficiency in the information-enabled family office Presented for: Opal Family Office and Private Wealth Forum
Slide 2: Broadridge Financial Solutions
Broadridge Financial Solutions A unique vantage point on the industry and our clients’ business from our presence at the center of financial services industry • Asset managers • Institutional broker dealers • Investment managers • Bank-owned institutional broker • Mutual funds Dealers • Retirement p
Slide 3: Market Leadership, Experience and Capability
Market Leadership, Experience and Capability $2.69 billion revenue for FY 2015 5 Decades of experience $5 trillion in daily securities supporting the financial services processed industry 97% client revenue retention rate 70 countries for which multi- 30 million customer accounts asset post-trade pr
Slide 4: Presentation Overview
Presentation Overview • Operational overload and the information connection • The information-enabled family office • Case in point: Sterling Trustees • The emerging model: Technology-enabled services • Questions and answers • Contact information © 2016 | 3
Slide 5: Operational Overload and the Information Connection
Operational Overload and the Information Connection Operational challenges require family offices and all asset management firms to manage, account for, control and disseminate information COST TRANSPARENCY COMPLIANCE EFFICIENCY CONTROL COMPETITION Enable Meet Manage Control rising Compete with tran
Slide 6: The Information-Enabled Family Office
The Information-Enabled Family Office Accuracy and Accessibility Efficiency accountability • A reconciled, • Visualization to • Automated data independent book support investment aggregation and of records. decisions normalization • Ensures that • Client communications • Comprehensive information is
Slide 7: Case in Point: Sterling Trustees
Case in Point: Sterling Trustees Sterling Trustees has added $1.8 BILLION IN AUM over 6 YEARS with NO ADDITIONAL INVESTMENT in staff or technology infrastructure. Profile Solution • South Dakota Trust Company serving high- • Data aggregation net-worth families • Reference data management (security •
Slide 8: The Emerging Model: Managed Investment Operations
The Emerging Model: Managed Investment Operations A managed platform of hosted technology and expert services from the global leader in investment operations © 2016 | 7
Slide 9: Contacts
Contacts Kim L. Hoover Geoffrey Hart V.P., Strategy and Business Development V.P, Investment Accounting Services Broadridge Financial Solutions, Inc. Broadridge Financial Solutions, Inc. (856) 797-1200 (617) 960-2447 [email protected] [email protected] Eric Hamilton Senior Directo
Slide 10: No part of this document may be distributed, reproduced or posted without the express
No part of this document may be distributed, reproduced or posted without the express written permission of Broadridge Financial Solutions, Inc. ©2016 Broadridge Financial Solutions, Inc. All rights reserved. Broadridge and the Broadridge logo are registered trademarks of Broadridge Financial Soluti
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