Performance measurement and attribution
The New BOR: Performance Book of Record
Invesco has implemented a PBOR to improve the accuracy and reliability of its performance and risk reports.
Webcast: The Business Benefits of Developing a Performance Book of Record
Panelists discuss the rise of PBOR projects across the buy side and the associated challenges.
Albert Fried Enhances Client Reporting with SS&C
Albert Fried has selected SS&C’s Global Wealth Platform to support its growing boutique prime brokerage business.
AlgoValue Launches Valuation Software
Israeli fintech startup launches SaaS platform to simplify valuations
OppenheimerFunds Enhances NAV Oversight with Milestone Solution
NAV Oversight is part of Milestone Group’s Fund Oversight focused solution set within its pControl platform.
Buy-Side Performance Teams Hobbled by Manual Processes, Scalability Limits
Vendor survey highlights trends in performance teams at asset managers
Gliding Down: Pensions Seek to Match Tech to LDI Strategies
After fits and starts, defined-benefit corporate pension plans on both sides of the Atlantic are now in steady pursuit of liability-driven investment strategies that more closely align future responsibilities and current assets. This has had a meaningful…
Top Stories of 2014: The Buy Side Beefs Up
Variety and volatility framed this year's tech developments
Custodians, Spaulding Create Benchmark Data Cost Transparency Principles
BNY Mellon, State Street and Northern Trust, along with performance measurement provider The Spaulding Group, have created a set of principles to improve transparency around fees associated with the use of benchmark indexes and their data, to help asset…
PBOR: The need for a single source of performance data
Without a consistent source of data and limited functionalities in existing systems, firms are unable to perform tasks that are becoming increasingly important in the investment management industry. To gain a competitive advantage in today’s market, it…
InvestSoft Extends IBOR Functionality
New performance module integrates with firm's platform.
Linedata Adds Optima to Suite of Fund Servicing Solutions
Linedata Launches BPM Tool for Fund Administration.
OneVue Joins Calastone Network
Australian fund manager OneVue has joined Calastone’s global funds transaction network to automate fund transactions previously communicated by fax.
Vermilion Partners with Ortec Finance for Performance Attribution Reporting Solution
Client reporting services provider Vermilion Software has partnered with financial risk and return management technology vendor Ortec Finance to enhance the firm’s performance attribution capabilities.
Broadridge Unveils Performance Offering Underpinned by BI-SAM's B-One Platform
Lake Success, NY-based Broadridge Financial Solutions has unveiled a performance measurement and attribution offering, Broadridge Investment Management Solutions (IMS) Performance Reporting, aimed at traditional asset managers and hedge funds,…
Performance Measurement: The Devil’s in the Data
Performance measurement has always been one of the most crucial business processes that all buy-side firms need to manage, irrespective of their investment strategies and the complexity of their operating models. Victor Anderson recently caught up with…
IMA Publishes IBOR Standards, but Every IBOR is Unique
Just as the UK's Investment Management Association (IMA) releases the first circular on the requirements and definition of the Investment Book of Record (IBOR), panelists at the Buy-Side Technology European Summit in London on Tuesday reflected on what…
Australia's Largest Custodian Picks Eagle for Performance Measurement
National Australia Bank’s (NAB) Asset Servicing business has deployed the performance measurement tool from Eagle Investment Systems to service its 70+ asset management clients’ investment performance measurement requirements.
Addenda Capital Chooses Coric for Reporting
Canadian asset manager Addenda Capital has selected Coric Client Communications from Equipos to automate the firm's client reporting process.
FRS Launches Analytical Tool for Life Insurer
Financial Risk Solutions (FRS), the Dublin-based software provider to the life insurance industry, has announced the launch of Invest|Pro Analytics, a web-based reporting and control tool for fund administration.
MahiFX Launches e-FX Suite for Institutional Clients
Foreign-exchange (FX) trading technology provider MahiFX has launched MFX Compass, a suite of FX trading tools designed for institutional clients.
Small-Cap Specialist BelHealth Live on iLevel
BelHealth Investment Partners, a New York-based private equity firm specializing in majority positions for small-cap healthcare companies, has taken iLevel's private data capital platform for collection and reporting of investment performance and cash…
iLevel, Atlantic-Pacific Capital Seal Strategic Partnership
The technology provider to private investment firms says it has signed a formal partner agreement with Atlantic-Pacific Capital, an independent global placement agent for private equity that has raised around $50 billion.
Principal Global Investors Taps Vermilion
The Des Moines, Iowa-based money manager and provider of specialist boutique funds with approximately $300 billion under management, will use Vermilion's reporting suite to back its expanding European operations.