Portfolio management
IBOR: Driving Business Value for Investment Decisions -- Webcast
WatersTechnology gathered leading industry experts for a webcast on October 22, 2014 to discuss how firms are moving ahead with their own investment book of record implementations.
SS&C Adds Explorer to its Portia Platform
New tool turns critical investment data into meaningful information.
Prudential IM Taps StatPro for Portfolio Analytics
South African asset manager Prudential Investment Managers has rolled out StatPro’s portfolio analysis tools across its range of funds.
BNY Mellon Launches Wealth Management Unit in Hong Kong
BNY Mellon is set to launch wealth management services in Hong Kong in order to meet the growing demand from high-net-worth investors in the region.
OneVue Joins Calastone Network
Australian fund manager OneVue has joined Calastone’s global funds transaction network to automate fund transactions previously communicated by fax.
SimCorp Poll: Only 23 Percent on Buy Side Can Perform Intraday Calculations
Investment management solutions provider SimCorp has released a poll that surveyed 60 executives from North American-based capital market firms about performing intraday calculations on the impact of position-driving events.
S&P Capital IQ and Kuberre Partner for Real-Time News Aggregation Tool
S&P Capital IQ and Kuberre Systems, a US-based data management and analytics vendor, have launched a new trading tool, Event Fusion, that alerts traders, market-makers and portfolio managers about relevant investment news in real time.
Virtus Partners, SunGard Pair on Bank Debt
The technology giant's VPM asset management arm has announced a collaboration with Virtus Partners LLC, a provider of fixed-income asset administrative and middle-office services and data to funds, in which Virtus’s global load data feed will be fully…
NRI Releases Private Cloud Solution for Asset Managers
Nomura Research Institute has announced the release of Arena Private Cloud Service, known as Arena Private, which it says will be the first service of its kind for asset managers in Japan and will build off the provider's existing T-Monolix platform-as-a…
Thanachart Taps IMS From Charles River
Thailand’s Thanachart Fund Management has selected Charles River’s Investment Management Solution (IMS) and joined its global FIX network to support its automated portfolio management, trading and compliance monitoring.
SunGard, Aite Study Highlights 'Firefighting' Versus Strategic Data Management Split
A new survey of 48 firms shows a marked split on the buy side between those with a long-term plan, and those without one.
Clear Peak Capital Chooses IMS From Cymba Tech
Clear Peak Capital, the investment management arm of Clear Peak Capital Master Fund, has selected Cymba Technologies’ Investment Management Solution (IMS), Athena, to support its portfolio and order management, pre- and post-trade compliance, as well as…
Thomson Reuters Adds MyVest to BETA Ecosystem
The global information provider has integrated MyVest's Strategic Portfolio System (SPS) into its BETA systems suite, allowing users to automate and scale transactions processing related to managed accounts.
DST Enhances Anova’s IBOR Capabilities
Surbiton, UK-based DST Global Solutions, a provider of technology and services to the investment management industry, has enhanced the investment book of record (IBOR) functionality within its Anova suite, which now provides buy-side firms with increased…
Vulpes Uses Markit to Consolidate Valuation, Risk Infrastructure
Vulpes Investment Management is using Markit's Portfolio Valuations service to reduce the number of vendors it relies on for valuations, risk and scenario analysis from five to two.
Diving In: IBOR Initiatives Drive Culture of Responsibility at UK Buy-Side Firms
The debate surrounding the investment book of record has moved to a new stage, with the release of a working group’s standards, and initiatives by the vendor community toward targeted products. Meanwhile, at two of the UK’s largest investment managers,…
Axioma Updates Risk Modeling Platform
The provider's Risk Model Machine (RMM) version 7.6 includes an advanced content builder program and new factor libraries, providing flexibility when building custom models.
Sandell AM Takes SunGard's Hedge360
The alternative asset manager, which specializes in middle market event-driven and credit investments, will use Hedge360 for portfolio management and integrated trading, risk, and operations.
Maitland Taps StatPro for Portfolio Analytics Tool
Maitland Fund Services has implemented StatPro Revolution, the vendor’s cloud-based portfolio analysis platform, in order to provide daily performance, risk, contribution, and attribution analysis to its clients.
CdR Capital Taps Advent Software for Wealth Management Solution
Switzerland-based private investment firm CdR Capital has selected Advent Software’s wealth management solution, Advent Portfolio Exchange (APX), to support its portfolio and client relationship management practices.
Charles River to Enter the IBOR Fray
Later this year Charles River is set to unveil a module that will allow its buy-side clients to manage their investment book of record (IBOR) activities. The IBOR functionality will be deployed along with version 9.2 of the Charles River Investment…
Dutch Pension Fund Selects Misys for Portfolio Management
Blue Sky Group, a EUR 17b pension fund based in the Netherlands, has chosen Misys Sophis Value as its core portfolio management platform.
EFront to Streamline Portfolio Monitoring for Private Equity
EFront, a Paris-based provider of alternative investment solutions, believes its latest product will reduce the process of gathering portfolio company data by private equity investors from weeks to hours. FrontPM offers portfolio monitoring and analysis…
Thomson Reuters Adds Buy-Side Focused Features to Eikon
Thomson Reuters has enhanced its flagship desktop Eikon platform with a raft of new features designed specifically for buy-side customers.