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Portfolio Management

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Is IBOR Just a Buzzword?

Moderator Barry Chester, wrapping up a panel discussion on the business case for installing an investment book of record (IBOR), asked a question that should be asked of any hot new piece of technology: Is IBOR just a buzzword? Surprisingly, not everyone...

Buy-Side Technology | Analysis | Portfolio Management | 07 Feb 2014

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Four Drivers to Develop an IBOR

At this week's IBOR Breakfast Briefing, consultant Barry Chester laid out four key drivers for establishing an investment book of record (IBOR).

Buy-Side Technology | Analysis | Data Management | 06 Feb 2014

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Bank Muscat Selects Charles River IMS

The asset management division of Oman-based Bank Muscat has chosen Charles River's Investment Management System (IMS) to support equity and fixed-income operations.

Buy-Side Technology | News | Portfolio Management | 06 Feb 2014

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There's No One Way to Justify an IBOR, Reveals Waters Panel

There is no one way to make a business case for an investment book of record (IBOR). Not when an IBOR still means so many different things to different people. That’s why the panelists at Waters’ IBOR breakfast briefing were all over the map when...

Buy-Side Technology | Analysis | Portfolio Management | 05 Feb 2014

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CPPIB's Jay Vyas: Keep the 'I' in IBOR

When developing an investment book of record (IBOR), it's important that traders and portfolio managers retain ownership of the data and that the IBOR remains an investment function, and not a function of compliance or reporting, according to Jay Vyas,...

Buy-Side Technology | Analysis | Portfolio Management | 04 Feb 2014

david-csiki-indata

Indata Launches iPM Epic with Eye Toward Big Data Challenges

Portfolio management systems provider Indata is looking to tackle the challenge of big data with the launch of iPM Epic.

Buy-Side Technology | News | Data Management | 03 Feb 2014

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Four Capital Partners Taps Linedata for Order Management, Compliance

London-based Four Capital Partners Limited will expand on its relationship with solutions provider Linedata, adding Linedata Global Hedge's order management and compliance modules to its portfolio management module already in use.

Buy-Side Technology | News | Portfolio Management | 28 Jan 2014

dae-kim

UBS Partners SunGard, HazelTree on New Frontier Platform

UBS's Frontier platform will bring together SunGard's Hedge360 and HazelTree's treasury, cash management, and collateral management tools in a new front-to-back hosted solution for the Swiss bank's hedge fund clients.

Buy-Side Technology | Analysis | Portfolio Management | 21 Jan 2014

eagle-whitepaper-jan2014

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. The right portfolio management solution will underpin the creation of an enterprise-wide approach...

Waters | Advertisement | Data Management | 17 Jan 2014

dan-simpson-cadis

Markit Eyes Front-Office Push with thinkFolio Acquisition

Markit has acquired London-based portfolio management system (PMS) provider thinkFolio, in a deal that will see the buy-side stalwart join Markit’s enterprise software division.

Inside Reference Data | News | alliances, mergers & acquisitions | 16 Jan 2014

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Tackling Teething Troubles: Examining the Current State of the OTC Derivatives Market

The over-the-counter (OTC) derivatives market is in the midst of a global regulatory restructure. Authorities in Europe, Asia and the US are currently...

eagle-whitepaper-jan2014

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....