Parnassus takes LongView to support investment strategies

Marc Mahon, controller at Parnassus, cites LongView's integration, compliance and customisability as key elements to the contract. "We were interested in the LongView compliance module as well as the ability to integrate LongView with MFact, our back-office operation and accounting system. Linedata owns GIS, so that helps."

Parnassus required a system supporting active asset management. "We're primarily an active asset manager, and our decision-making process is driven by portfolio management