Performance measurement and attribution
BerchWood Partners, iLevel Team Up
The software provider for private investment firms has arranged to partner with BerchWood, which will introduce iLevel's private data platform to its fund management clientele.
Symphony Technology Group Live on iLevel
The Palo Alto-based $2.0 billion specialist private equity firm, known as STG, invests in midsize enterprise software and services companies, and is set to use iLevel's private capital data platform.
Petercam Selects Orfival for Performance
Brussels-headquartered asset manager Petercam has selected Orfival's GPMS product for its performance measurement and client reporting functions.
Constrained by Capital Requirements, Wealth Management IT Struggles to Comply
Wealth managers and private banks, the heirs of aging technologies and manual processes, need to change. Prodded by regulators to deploy more efficient and flexible operating infrastructures, most of them have been left with big gaps to fill and…
Acadian AM Implements BI-SAM’s B-One platform
Acadian Asset Management, a global asset manager specializing in active global and international equity strategies with $55 billion under management as of June 2013, has rolled out the BI-SAM’s B-One platform to support its performance measurement,…
Buyout Specialist TowerBrook Capital Live on iLevel
TowerBrook Capital Partners, which pursues complex, control-oriented investments in large and middle market companies, is using the cloud-based software provider's private capital data platform.
Linedata Launches New I-BOR Solution
Paris-based buy-side vendor Linedata has launch I-BOR, an Investment Book of Records (IBOR) solution, to answer the increasing demand from its client base to establish an independent and granular view of their investment positions.
QED Adds Varden Reporting to its Toolbox
QED Financial Systems, a portfolio management solutions provider based in Marlton, New Jersey, has signed an agreement with Boston-based Varden Technologies to resell Varden’s reporting and communications platforms.
Vermilion Sets Up Singapore Shop
Already on the ground, the London-based reporting software provider to the buy side intends to grow its staff in Singapore to 10 in the coming year as it targets growth there, in Australia, and Hong Kong.
Lime Rock Partners on iLevel for Reporting
The $5 billion private equity manager, a specialist in oil and natural gas projects based in Westport, Conn., will use iLevel's cloud-based Private Capital Data platform for portfolio monitoring and centralized data collection.
TradingScreen Concentrates TCA Efforts on FX Front
Although TradingScreen’s Jon Fatica envisions fixed income as the next frontier in transaction cost analysis (TCA), his company has put the bulk of its recent effort into foreign exchange (FX) TCA.
WCAS Taps iLevel for Performance Reporting
Welsh, Carson, Anderson & Stowe (WCAS), a $20 billion private equity specialist investing in information services and healthcare, will use the cloud-based software provider's solution for data collection, portfolio company valuations, reporting, and…
BI-SAM to Expand Asia-Pacific Operations
Paris-based vendor BI-SAM is expanding its operations in Asia-Pacific to support the growth occurring in the region.
Energy Specialist Denham Capital Live on iLevel
The $7 billion private equity firm, which funds both traditional and alternative energy investments, now uses iLevel's turnkey solution for collecting data, tracking portfolio company valuation, and producing performance reporting.
Private Equity Players Launch Data Alliance with AltExchange
The new group's aim is to develop an open-standard, three-tiered, XML-based format as well as a new validation platform for private equity, with initial technology backing provided by a mainstay provider in the space, eFront.
Kames Capital Implements BI-SAM’s B-One Platform
Kames Capital, an Edinburgh-based asset manager with €EUR 65 billion under management and approximately 270 employees, and a subsidiary of Aegon Asset Management, has implemented BI-SAM’s B-One platform to support its performance and attribution…
Royal London Assessing Performance with Teknometry
Performance analytics vendor Teknometry has announced that it has signed an agreement with Royal London Asset Management (RLAM), to provide investment performance analysis across the firm's entire portfolio.
Bonaire Adds Rebate and Invoice Reconciliation
The buy-side provider says its Revport solution will now calculate distribution fees and fully audit fund rebates.
DST and Flametree Announce Fixed-Income Attribution Alliance
Surbiton, UK-based DST Global Solutions, a provider of technology and data management services to the buy side, has announced an alliance with Flametree Investment Analytics designed to enable the embedding of fixed-income attribution models within its…
Anova Adds Intelligent Alerting Functionality for Decision-Making, Compliance
Surbiton, UK-based DST Global Solutions, a provider of investment management technology and services, has unveiled what it has dubbed “intelligent alerts” functionality within its Anova data management platform.
SmartStream Standardizes Reconciliations With New Version of TLM Product
SmartStream Technologies, the financial transaction lifecycle management specialist, has released the latest version of its reconciliations solution, TLM Reconciliations-Premium, which is designed to cut operational costs and duplication of feeds.
IntraLinks Unveils Investor Portals for Alternatives
The content management provider is set to unveil the new solutions at upcoming conferences in Berlin and New York.
Fighting Zombies: Valuation Scrutiny Upends Private Equity
Regulators and potential investors have made clear that private equity (PE) firms should draw a line from valuation algorithms to limited partner, or LP, reporting. Technology is the ink.