Aperio, a $16 billion investment management firm specializing in active tax management and socially responsible strategies, replaced its internal systems with Linedata’s order management system (OMS) to manage pre-trade compliance, trading, post-trade processes and reporting.
"Our partnership with Linedata gives us enhanced order management tools, integration with partners, and workflows that will reduce risk and add efficiencies benefiting both Aperio and our clients," he said.
Bill Murphy, CTO of Blackstone, once again joins the podcast to discuss the private equity firm's new offices, designed to house its innovations team.Subscribe to Weekly Wrap emails
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