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Portfolio Management

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Charles River to Enter the IBOR Fray

Later this year Charles River is set to unveil a module that will allow its buy-side clients to manage their investment book of record (IBOR) activities. The IBOR functionality will be deployed along with version 9.2 of the Charles River Investment Management...

Buy-Side Technology | News | Data Management | 13 Mar 2014


Dutch Pension Fund Selects Misys for Portfolio Management

Blue Sky Group, a EUR 17b pension fund based in the Netherlands, has chosen Misys Sophis Value as its core portfolio management platform.

Buy-Side Technology | News | Portfolio Management | 05 Mar 2014


EFront to Streamline Portfolio Monitoring for Private Equity

EFront, a Paris-based provider of alternative investment solutions, believes its latest product will reduce the process of gathering portfolio company data by private equity investors from weeks to hours. FrontPM offers portfolio monitoring and analysis...

Buy-Side Technology | News | Portfolio Management | 26 Feb 2014


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


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


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


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


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


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


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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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...


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....