Portfolio management
Quants' Conundrum: Funding Valuation Adjustment Comes Into Its Own
While firms, regulators, and academics continue to debate a suitable role for FVA, technologists and quants are forging ahead with implementations.
BlueCrest Turns to Axioma for Risk Modeling Support
Hedge fund will use Axioma's risk models to provide risk data to its equity strategies and to support the portfolio construction process.
Oak Hill Selects eFront for Operations Automation
FrontInvest used for portfolio management, deal flow and ledger management.
SS&C Debuts Total Return 2012
Tech platform focuses on reporting, incorporates Form PF support.
Zephyr Working on a New Portfolio Analytics Tool
Known for it's StyleAdvisor software, Zephyr has a couple of projects in the works, including "Analytics for Dummies"-style guidebooks.
IAS Selects SS&C Platform for Portfolio Management
Global Wealth Platform to provide real-time, cloud-based functionality.
Advent Partners with RedBlack for Portfolio Rebalancing
The alliance agreement will provide more efficient workflow for the firms' asset management clients.
South African Firm Selects eFront
KTH needed an integrated deal flow and portfolio management system following the merger that created it.
Signia Wealth Takes Advent Asset Management Platform
UK-based wealth manager implements Advent Software's platform to support growth.
American Century Expands Presence, AUM with SimCorp Dimension
American Century aims to expand the system’s capabilities so it can be used for performance measurement and client reporting.
Canadian Western Trust Manages Assets with SunGard
Investment manager implements SunGard's Global Plus for institutional trust and custody business.
Momentum AM Live on Charles River IMS
Momentum has approximately $22 billion under management spread across a variety of mandates from risk-profiled unitized pooled portfolios to segregated specialist asset-class portfolios.
Triple Jump Selects eFront to Support Microfinance Funds
FrontInvest's investee portal will enable more than 160 microfinance institutions to report their financial figures to Triple Jump, which will use the dashboards within FrontInvest to consolidate its portfolio data.
Dion Grows out of Hartmann's Back Office
As Hartmann's business changed, it was particularly interested in Invantage's reporting capabilities.
Whitney Bank Taps SunGard for Trust Accounting
SunGard's AddVantage consolidates asset management operations.
Norwegian Government Fund Manager Live on CRIMS Version 9rades IMS
Folketrygdfondet hosted across all asset classes in front office through Charles River.
Financial Apps Highlight Imagine's New IFP
The software firm says the investment management platform, called IFP, will bring quick implementation times and apps covering portfolio management, margins, and reporting.
China Life Implements DST's HiPort
By implementing the asset-servicing platform, China Life was able to integrate the accounting and valuation processes between its custodian bank and finance practice.
KLP AM Selects Algorithmics for Risk Management
Asset manager will implement the Algo Risk Service across all its portfolios to create a more integrated risk management function linking its portfolio managers, risk managers and client advisors.
StatPro Debuts Portfolio Aggregation
New service aimed at pension funds of all sizes.
Black Diamond Preps Several New Rollouts
A year after being acquired by Advent, Black Diamond has significantly grown its assets, client base and staff.
NEO Investimentos Licenses Three FlexTrade Products
Brazilian buy-side firm implements FlexTRADER, FlexSpread and FlexOPT.
DIAM International Employs Upgraded Salerio Management System
Salerio's post-trade management system has further instrument coverage.