Jody Morse Director of Global Product Marketing Thomson Financial Portfolio Solutions Group

2000/2001 Survey

What changes did technology bring to the investment management business in 2000? Were there any major developments?

With a shift of focus on automating the front office and creating an STP systems environment, firms realize that their key transaction history, portfolio holdings and security data must be readily accessible. This need has spurred conversions of their core portfolio management systems to ones that can accommodate rich data stores and flexible workflow and data integration.


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