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Portfolio Management

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Thomson Reuters Adds Buy-Side Focused Features to Eikon

Thomson Reuters has enhanced its flagship desktop Eikon platform with a raft of new features designed specifically for buy-side customers.

Buy-Side Technology | News | Market Data Management | 24 Feb 2014

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BNY Mellon Survey: Institutional Investors More Focused Than Ever on Risk Management

A recent survey by BNY Mellon, New Frontiers of Risk: Revisiting the 360° Manager, has found that institutional investors are more than ever focusing on their risk management capabilities, and are also on the look-out for new sets of risk tools.

Buy-Side Technology | Analysis | Portfolio Management | 24 Feb 2014

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Citi Private Bank Replaces Proprietary Systems with Charles River IMS

Citi Private Bank has selected the Charles River Investment Management System (IMS) to replace its proprietary order and portfolio management engines. Citi will also be using OpenAI, built by Citi’s Investor Services, for trade processing and reconciliation....

Buy-Side Technology | News | Buy-Side Implementations | 11 Feb 2014

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eVestment Launches Analytics, Portfolio Construction Platform

eVestment has launched Quantum Analytics, a cloud-based portfolio analysis and construction platform.

Buy-Side Technology | News | Portfolio Management | 11 Feb 2014

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For IBOR, Pick a Definition and Stick To It

For firms that embark on an investment book of record (IBOR) implementation, the first step is to develop a clear internal definition of what an IBOR is, because an industry consensus does not exist.

Buy-Side Technology | Opinion | Data Management | 07 Feb 2014

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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

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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...

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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....