CG Asset Management Selects Indata’s iPM Epic Platform

Investment management firm adopts Indata's trading platform for increased automation and cloud-based functionality.

Based in London, CG Asset Management holds approximately $2 billion in assets under management.

London-based CG Asset Management has implemented the iPM Epic suite of trading solutions from capital markets technology vendor Indata.

CG Asset Management has implemented the solution to optimize its multi-asset investment strategy through a fully-integrated platform that can increase automation and provide cloud-based functionality. The firm will utilize the order management system (OMS) and front-office, investment book of record (IBOR), compliance, portfolio accounting, and data management elements of the iPM Epic platform.

"With the system in place we now have an automated workflow," says Richard Goody, director of risk and compliance at CG Asset Management. "From seeing our funds' current and historical investments and cash positions, cash forecasting, trading electronically with our brokers, checking compliance and back-office reporting, we have a solution that combines robust front-office tools, compliance controls and an independent book of records separate to our funds' administrator."

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