Waters Rankings 2020: Best Portfolio Management System Provider—SS&C Eze

Alternative asset managers increasingly require a multi-asset class portfolio management and accounting system that provides a holistic view of their portfolios and enables them to streamline middle- and back-office workflows.

SS&C Eze was named by our readers as having the best portfolio management system in large part because of its ability to allow a hedge fund to scale as its business strategies evolve while cutting down on operational inefficiencies. “More firms are looking to modernize their infrastructure in anticipation of continued and more complex operational challenges that arise, all while minimizing their total cost of ownership,” says Michael Hutner, senior vice president and general manager of SS&C Eze.

Over the last 12 months, the company has been integrating the Eze PMA as a key component of the Eze Investment Suite, tightening the workflows between PMA and the Eze OMS, which was also named the best buy-side OMS in this year’s Rankings.

“The focal point has been on ensuring users across both Eze OMS and Eze PMA are working off the same investment datasets,” Hutner says. “This includes enhancements to synchronize security masters, trading, positions, and corporate actions data, to ensure data integrity in both systems without requiring users to take any manual actions.”

At the same time, just as asset managers are looking to expand into new asset classes, SS&C Eze is also looking to expand its multi-asset class capabilities by developing enhanced features across a variety of asset classes and security types, including fixed income, swaps, foreign exchange (FX), forwards, exchange-traded funds (ETFs), mutual funds, and unit trusts.

“We are seeing clients trading in greater volumes, and under varying and uncertain market conditions,” he says. “With Eze PMA and across Eze Investment Suite, we’ve spent time working on performance and scalability to make sure our solutions continue to perform even under the most strenuous of market conditions.”