Hazeltree Broker Insights™

Are you achieving your desired wallet share of buy-side business? How do you compare with your peers?

Hazeltree provides innovative cloud-based treasury solutions to investment management firms, delivering enhanced transparency, liquidity, improved performance and risk mitigation.
Hazeltree is a flexible and modular solution that offers bestof-breed treasury management capabilities, including cash, liquidity, collateral, securities finance, and analytics solutions. Our advanced technology provides the most efficient methods to increase scale, manage liquidity, and realize revenue opportunities.

Hazeltree Broker Insights™ provides prime brokers with critical insights to understand how their clients are interacting with them and how they are positioned against their peers.

Hazeltree offers prime broker stakeholders unique datapoints from which to assess and hone strategy success, trading practices and
client relationships.

  • Greater Transparency: Unique anonymized peer group view providing wallet share and benchmarking information.
  • Unparalleled Market Color: See what your client sees with unique macro and micro level market and security views on securities financing activity.
    • Global securities lending market data
    • Top long and short positions
    • Top sector and industry movers
    • Top security rate changes

Key Product Features

  • Global securities lending market data
  • Top long and short position changes
  • Top sector and industry changes
  • Top security rate changes
  • Crowdedness indicators
  • Historical time weighted series
  • Confidence scoring metrics
  • External price and utilization data

Key Benefits

Broad Connectivity

  • Direct connectivity to prime brokers and integration to major commercially available software.

Greater Transparency

  • Unique anonymized peer group view providing wallet share and benchmarking information.

Unparalleled Market Color

  • Macro market and micro security level views on securities financing activity
  • Global securities lending market data
  • Top long and short position
  • Top sector and industry movers
  • Top security rate changes

High Scalability

  • Streamlined portfolio finance operations with straight-through-processing
  • Automated workflows

Insights

Hazeltree Appoints Tushar Amin as President and Chief Executive Officer to Lead Next Phase of Growth
PEI: ‘Robots take over cash management at Hamilton Lane’
A RENEWED LOOK AT CASH MANAGEMENT & CONTROLS FOR PRIVATE EQUITY FUND MANAGERS: EMBOLDENED BY A ‘NEW NORMAL’