Portfolio management
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.
MSCI Boosts Flexibility with Analytics Enhancements
MSCI execs discuss upgrades the vendor has made to its analytics solutions.
EJF Capital Taps Arcesium for Middle- & Back-Office Functions
EJF manages $4.9 billion in assets; DE Shaw and Blackstone Alternative Asset Management are also clients of Arcesium.
BNY Mellon Launches ‘Big Data' Solution for Investor Allocations, Behavioral Insights
The solution is designed to allow fund managers to gain insight into where asset owners are investing and how their strategies are changing.
Shining a Light on Trading Costs
Sponsored feature: Markit
Axioma Opens Tokyo Office Amid Increased Client Demand
Kiichi Takai will join the firm's Tokyo office as a consultant.
Wilshire Rolls Out New Risk, Analytics Platform
Wilshire Omnia offers end-to-end functionality with trade-based analytics in a single platform, according to the firm.
Axioma’s Cushey Discusses How New Risk Features Will Help Portfolio Managers
Mark Cushey gives specific examples as to how users will benefit from the company’s most recent upgrade.