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Portfolio Management

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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


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


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


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


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


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


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

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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....