BB&K Eyes A Patchwork Of Solutions To Meet Portfolio Pricing Needs

TECHNOLOGY STRATEGIES

BAILARD Biehl & Kaiser (BB&K), which already updates its portfolio accounting system with data pulled from Reuters 2000-series market data services, is now considering extending this approach. The firm is looking into using the same methodology to draw prices on difficult-to-value securities from other sources, including off-the-shelf portfolio analytics.

Specifically, the firm is currently evaluating whether it can use data from a Barra-provided risk/return software product called Cosmos to

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