Principal Global Investors Taps Vermilion for Client Reporting

city-of-london-skyline-at-dusk
London-based asset manager Principal Global Investors is live on Vermilion client reporting tool.

Vermilion helped Principal Global Investors consolidate reporting components and standardize templates in order to achieve a streamlined month-end process conducted in short time frames.

"Principal Global Investors Ucits fund range has experienced strong growth in net inflows over the last few years, and we expect to see that growth continue," says Christopher Reddy, president and COO of Principal Global Investors (Europe) and head of global marketing. "We required a system that was scalable for our global multi-boutique business with flexible reporting services. Our fact sheets now have a single-style template that allows us to extend the leverage of our data warehouse to provide data consistencies and cost efficiencies. Ultimately, the new style guidelines convey a clear, modern brand image on a global basis."

The solution has helped the asset manager realize the benefits of a reduction in cost and production timelines, as well as an automated translation service for over six different languages.

Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.

To access these options, along with all other subscription benefits, please contact info@waterstechnology.com or view our subscription options here: http://subscriptions.waterstechnology.com/subscribe

You are currently unable to copy this content. Please contact info@waterstechnology.com to find out more.

If M&A picks up, who’s on the auction block?

Waters Wrap: With projections that mergers and acquisitions are geared to pick back up in 2025, Anthony reads the tea leaves of 25 of this year’s deals to predict which vendors might be most valuable.

Removal of Chevron spells t-r-o-u-b-l-e for the C-A-T

Citadel Securities and the American Securities Association are suing the SEC to limit the Consolidated Audit Trail, and their case may be aided by the removal of a key piece of the agency’s legislative power earlier this year.

Enough with the ‘Bloomberg Killers’ already

Waters Wrap: Anthony interviews LSEG’s Dean Berry about the Workspace platform, and provides his own thoughts on how that platform and the Terminal have been portrayed over the last few months.

Most read articles loading...

You need to sign in to use this feature. If you don’t have a WatersTechnology account, please register for a trial.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an individual account here