Portfolio management
Quantum Concern: Some Takeaways After Covering Quantum Computing’s Evolution
Asia editor Wei-Shen Wong has been covering the quantum space closely for over a year, and she has some thoughts on its progression.
Northfield Info Bows News Analytics-Based Risk Model Data
The new service will deliver more accurate predictive risk models without any changes on the part of clients, officials say.
AFTAs 2017: Most Innovative Third-Party Technology Vendor—Risk, Compliance and Reporting—Imagine Software
The hallmark of a truly innovative technology vendor is its ability to rapidly respond to changes in the market and address its clients’ demands by developing and delivering a new solution that provides exactly what is required of it. New York-based…
Finastra Adds Porfirio to Capital Markets Team
Pedro Porfirio will be based in London, where Finastra is headquartered. Finastra was created after the merger of D+H and Misys.
Never Mind the Brexit: UK Treasury Releases Asset Management Plan
British government releases a number of proposals to maintain the strength of the UK’s investment managers after Brexit.
Building Advent Genesis: Getting the Balance Right
Portfolio rebalancing is a persistently tricky problem for investment managers to address, which is why successful platforms in this space must be designed from the ground-up to handle complex rules and deal with large order loads across strategies,…
LiquidityBook Debuts LBX as Outsourced Trading Popularity Grows
Vendor debuts portfolio, order and execution management system for outsourced trading desks.
Axioma Improves Batch Optimizing, Tax Features in Portfolio Optimizer
Updates include using multiple cores to speed up optimization and additional features around taxes.
SS&C Advent Targets Order Creation with Genesis Release
The Moxy tool will add cloud-based, automated portfolio rebalancing capabilities with dramatic time reductions.
Fidelity Continues Digital Currency Experimentation with Coinbase Link
Investment manager partners with Coinbase to allow digital currency holdings to be represented in portfolio views
Performance Measurement Faces Data Volume and Quality Challenges
Buy-side panelists agree that the key to unlocking the full potential of performance measurement is to tackle increasing data volumes.
Performance Measurement Takes Pole Position at Buy-Side Firms
The evolution of sophisticated tools around performance analytics have solved problems but created new challenges
Misys, D+H Complete Merger to Launch Finastra
Former Misys CEO Nadeem Syed to take the helm of the newly-minted software vendor following the completion of the merger between Misys and D+H.
S&P Eyes Buy-Side Performance with Portfolio Analytics Tool
S&P Global Market Intelligence’s new Portfolio Analytics platform combines the vendor’s data with clients’ own proprietary content to allow portfolio managers to assess and communicate the drivers of their performance, officials tell Joanne Faulkner.
LiquidityBook Adds Les Vital to POEMS Team
Vital served stints at Broadridge, Eze Software and Morgan Stanley.
Metori Taps QuantHouse for Trading Portfolio Automation
Newly founded asset management firm Metori has selected QuantHouse’s QuantFactory solution to automate its trading portfolio.
FactSet’s Acquisition of BISAM Latest in Long Line of Moves to Bolster Enterprise Solution
The Norwalk, Conn.-based vendor has made a string of acquisitions all in the name of creating the best enterprise-wide solution for portfolio management.
Risk and Reward: Natixis and BISAM Push the Risk Envelope
Natixis Global Asset Management’s Marina Gross explains the rationale for selecting BISAM as the build partner for its Portfolio Clarity Web Portal.
AIA Group Rolls Out Bloomberg’s Full Buy-Side Offering
The global insurer will use the Bloomberg tools to support its Asia operations, focusing on trade order management and routing, compliance, risk analytics and research.
Indata Releases Mifid II Enhancements for iPM Epic Platform
iPM Epic platform’s compliance, data management and OMS functionality all updated in anticipation of new European regulation due in January 2018.
KBC Asset Management Taps Axioma for Equities Risk Management
Belgian investment firm to utilize Axioma risk and portfolio management solution to optimize European equities operations.
Fee Structure Lures Hedge Fund Pier 88 to LiquidityBook’s POEMS
Pier 88’s Jackie Fertitta discusses why her hedge fund chose LiquidityBook over others in the market.
Linedata Derivation Release Extends Real-Time Risk, Introduces Order Management
First upgrades to risk and analytics solution since acquisition focus on usability and transparency.
IHS Markit Rolls Out Syndicated Loan Reconciliation Portal
New portal bolsters IHS Markit reconciliation offering following acquisition of Loan/SERV from DTCC in January.