Don't Forget to Share this Post

2012 Technology Checklist for Hedge Funds, Investment Firms

By Kaleigh Alessandro | Tuesday, January 3rd, 2012

Happy New Year! We hope your 2012 is off to a great start. Whether you’re launching a new fund this year or ramping up your existing firm, you should (and probably do) know how important your firm’s technology is and will be to your success. More so than ever, technology plays a critical role for hedge funds and investment firms, allowing them to streamline processes and communication, get a leg up on competitors in the marketplace and provide investors with the utmost confidence. 

Your First IT Decision of 2012? On-premise or Cloud

Hedge Fund Technology GuidebookOne of your first technology decisions of the year is your most important one: do you want your fund to operate on a traditional, on-premise technology infrastructure or utilize private cloud services? This decision will affect many of your other technology choices, notably the type of office hardware and connectivity you will require, so we urge you to do your due diligence and select the option that best suits your firm’s needs.

Once you’ve made your infrastructure selection, there is a seemingly endless list of additional technology requirements for your firm. Luckily, I’ve whittled them down here to focus on some top technology priorities for you to focus on as you enter 2012. 


  • Desktop computers, monitors, laptops, servers and printers

  • Network connectivity featuring N+1 redundancy

  • Wireless and Local Area Network (LAN) capabilities

  • Physical and technical infrastructure security for Comm. Room and/or colocation facility (wherever your firm’s infrastructure is stored)

Software/Hedge Fund Applications

Technology Checklist

  • Trading and order management system

  • Accounting and/or portfolio management system

  • Market data and analytics tool(s)

  • Installation, maintenance and upgrades for all software


  • Internet connectivity

  • Voice systems (traditional or VoIP)

  • FIX connectivity to brokers

  • Mobile devices

Business Resiliency & Protection

  • Disaster Recovery system, including remote/hot site

  • Business Continuity Plan, including written processes and procedures

  • Email Archiving solution to meet investor/legal requirements (e.g. Dodd-Frank)

As a follow up to this checklist, on Thursday we’ll offer our New Year’s resolutions that every hedge fund and investment firm should make in 2012. Stay tuned!

Want more now? Download our Guide to Technology Outsourcing.


Contact an Eze Castle Representative

Photo Credit: iStock

Don't Forget to Share this Post

Related Posts

How Can Eze Castle Integration help you?Contact us today!