Portfolio management
eVestment Launches Analytics, Portfolio Construction Platform
eVestment has launched Quantum Analytics, a cloud-based portfolio analysis and construction platform.
For IBOR, Pick a Definition and Stick To It
For firms that embark on an investment book of record (IBOR) implementation, the first step is to develop a clear internal definition of what an IBOR is, because an industry consensus does not exist.
Is IBOR Just a Buzzword?
Moderator Barry Chester, wrapping up a panel discussion on the business case for installing an investment book of record (IBOR), asked a question that should be asked of any hot new piece of technology: Is IBOR just a buzzword? Surprisingly, not everyone…
Four Drivers to Develop an IBOR
At this week's IBOR Breakfast Briefing, consultant Barry Chester laid out four key drivers for establishing an investment book of record (IBOR).
Bank Muscat Selects Charles River IMS
The asset management division of Oman-based Bank Muscat has chosen Charles River's Investment Management System (IMS) to support equity and fixed-income operations.
There's No One Way to Justify an IBOR, Reveals Waters Panel
There is no one way to make a business case for an investment book of record (IBOR). Not when an IBOR still means so many different things to different people. That’s why the panelists at Waters’ IBOR breakfast briefing were all over the map when it came…
CPPIB's Jay Vyas: Keep the 'I' in IBOR
When developing an investment book of record (IBOR), it's important that traders and portfolio managers retain ownership of the data and that the IBOR remains an investment function, and not a function of compliance or reporting, according to Jay Vyas,…
Indata Launches iPM Epic with Eye Toward Big Data Challenges
Portfolio management systems provider Indata is looking to tackle the challenge of big data with the launch of iPM Epic.
Four Capital Partners Taps Linedata for Order Management, Compliance
London-based Four Capital Partners Limited will expand on its relationship with solutions provider Linedata, adding Linedata Global Hedge's order management and compliance modules to its portfolio management module already in use.
UBS Partners SunGard, HazelTree on New Frontier Platform
UBS's Frontier platform will bring together SunGard's Hedge360 and HazelTree's treasury, cash management, and collateral management tools in a new front-to-back hosted solution for the Swiss bank's hedge fund clients.
A data-centric approach to portfolio management
A fast, flexible and reliable investment decision-making process must be based on access to accurate and consistent information throughout an organization. The right portfolio management solution will underpin the creation of an enterprise-wide approach…
Markit Eyes Front-Office Push with thinkFolio Acquisition
Markit has acquired London-based portfolio management system (PMS) provider thinkFolio, in a deal that will see the buy-side stalwart join Markit’s enterprise software division.
Markit Eyes Front-Office Push with thinkFolio Acquisition
Markit has acquired London-based portfolio management system (PMS) provider thinkFolio, in a deal that will see the buy-side stalwart join Markit’s enterprise software division.
REDI Adds Credit Suisse's AES to its Multi-Broker EMS; Pushes Forward with Citadel OEMS
REDI Global Technologies has added Credit Suisse's Advanced Execution Services (AES) to it REDIPlus execution management system (EMS).
The Challenges of Managing Liquidity in a Multi-Tranche Universe
Ledgex's Brian Macallister discusses the need for firms to mix liquidity and portfolio management into the same system.
Data Lineage, Credit Management Lead iLevel 6.5 Enhancements
The platform provider to private investors has updated its flagship private capital data platform to reflect the range of new clients' needs as well as their investors' greater data demands.
Conning Turns to Markit for Depth and Scope of Corporates Pricing
Conning, an $82 billion Hartford, Conn.-based global asset manager, holds a majority of its assets, much of them on behalf of insurance clients, in bonds. In switching to Markit's pricing service, Conning's chief data officer Brian Baczyk says the…
Heward Takes SS&C's Wealth Management Platform
Heward Investment Management has selected SS&C Technologies' Global Wealth Platform (GWP), the vendor has announced.
BNY Mellon Launches Liquidity Administration Service
BNY Mellon is rolling out a new liquidity administration service for funds of hedge funds and pension plans.
OTP Fund Management Taps Charles River for Investment Management Solution
Hungary’s largest investment firm, OTP Fund Management, has implemented Charles River’s fully hosted Investment Management Solution (IMS) to streamline its multi-asset fund operations.
NorthPoint’s Upgraded Portfolio Management System Targets Price Master, Reporting
Software and services provider NorthPoint Financial has released version 2.0 of its NorthPoint Enhanced Portfolio Management (EPM) System.
Maxim Implements SunGard Amid Growing Broker Trend
Maxim Group, an 11-year-old specialist brokerage, has added to its arsenal of SunGard products by implementing the provider's VPM portfolio accounting solution. The move is a result of of heightened transparency demands, but also a sign of Maxim filling…
Edgbaston Adopts InData Portfolio Management Platform
London-based Edgbaston Investment Partners has gone live with the iPM Intelligent Portfolio Management platform from Connecticut-based InData.
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…