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Portfolio Management

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The Challenges of Managing Liquidity in a Multi-Tranche Universe

Ledgex's Brian Macallister discusses the need for firms to mix liquidity and portfolio management into the same system.

Buy-Side Technology | Analysis | Portfolio Management | 10 Jan 2014


Data Lineage, Credit Management Lead iLevel 6.5 Enhancements

The platform provider to private investors has updated its flagship private capital data platform to reflect the range of new clients' needs as well as their investors' greater data demands.

Buy-Side Technology | News | Portfolio Management | 16 Dec 2013


Conning Turns to Markit for Depth and Scope of Corporates Pricing

Conning, an $82 billion Hartford, Conn.-based global asset manager, holds a majority of its assets, much of them on behalf of insurance clients, in bonds. In switching to Markit's pricing service, Conning's chief data officer Brian Baczyk says the availability...

Buy-Side Technology | Analysis | Pricing & Valuations | 12 Dec 2013


Heward Takes SS&C's Wealth Management Platform

Heward Investment Management has selected SS&C Technologies' Global Wealth Platform (GWP), the vendor has announced.

Buy-Side Technology | News | Portfolio Management | 04 Dec 2013


BNY Mellon Launches Liquidity Administration Service

BNY Mellon is rolling out a new liquidity administration service for funds of hedge funds and pension plans.

Buy-Side Technology | News | Portfolio Management | 03 Dec 2013

Danube in Hungary

OTP Fund Management Taps Charles River for Investment Management Solution

Hungary’s largest investment firm, OTP Fund Management, has implemented Charles River’s fully hosted Investment Management Solution (IMS) to streamline its multi-asset fund operations.

Buy-Side Technology | News | Portfolio Management | 14 Nov 2013


NorthPoint’s Upgraded Portfolio Management System Targets Price Master, Reporting

Software and services provider NorthPoint Financial has released version 2.0 of its NorthPoint Enhanced Portfolio Management (EPM) System.

Buy-Side Technology | News | Portfolio Management | 13 Nov 2013


Maxim Implements SunGard Amid Growing Broker Trend

Maxim Group, an 11-year-old specialist brokerage, has added to its arsenal of SunGard products by implementing the provider's VPM portfolio accounting solution. The move is a result of of heightened transparency demands, but also a sign of Maxim filling...

Sell-Side Technology | Analysis | Accounting | 30 Oct 2013


Edgbaston Adopts InData Portfolio Management Platform

London-based Edgbaston Investment Partners has gone live with the iPM Intelligent Portfolio Management platform from Connecticut-based InData.

Buy-Side Technology | News | Portfolio Management | 23 Oct 2013


Constrained by Capital Requirements, Wealth Management IT Struggles to Comply

Wealth managers and private banks, the heirs of aging technologies and manual processes, need to change. Prodded by regulators to deploy more efficient and flexible operating infrastructures, most of them have been left with big gaps to fill and important...

Waters | Feature | Portfolio Management | 23 Oct 2013

NOW OPEN -- Inside Market Data Awards 2014

For more details...

Call-for-entry and voting are now open for the 12th annual Inside Market Data Awards 2014, which take place in New York on May 21. For more details of the criteria across the call-for-entry and voting categories that recognize industry excellence within market data and reference data click here.


Latest Whitepapers


A data-centric approach to portfolio management

A fast, flexible and reliable investment decision-making process must be based on access to accurate and consistent information throughout an organization....


Taking on Tablets: BYOD On The Trading Floor

We have truly entered the Age of Bring Your Own Device, or BYOD. And as with every new era fuelled by innovation, the new challenges are screaming for...