Portfolio management
Eze Achieves Single-Platform Goal with Investment Suite Release
Execution, order, portfolio management and accounting systems now available individually or as one offering.
The Hedge Fund Doctor: Charles Walters, Halcyon Capital Management
Charles Walters, chief information officer of Halcyon Capital Management, talks about his 20-plus years spent building and implementing platforms for hedge funds.
Rival Systems Introduces New VAR Feature
Chicago-based firm adds Value at Risk to its latest risk management offerings.
Thomson Reuters Adds MSCI’s RiskMetrics Tools to Eikon
Officials say Thomson Reuters clients have consistently asked for access to RiskMetrics' models within hte Eikon desktop.
OpenDoor Receives Third $10 Million Investment Round
In the first week of January, the company also launched two new tools aimed at providing more insights for traders.
Quantum Concern: Some Takeaways After Covering Quantum Computing’s Evolution
Asia editor Wei-Shen Wong has been covering the quantum space closely for over a year, and she has some thoughts on its progression.
Northfield Info Bows News Analytics-Based Risk Model Data
The new service will deliver more accurate predictive risk models without any changes on the part of clients, officials say.
AFTAs 2017: Most Innovative Third-Party Technology Vendor—Risk, Compliance and Reporting—Imagine Software
The hallmark of a truly innovative technology vendor is its ability to rapidly respond to changes in the market and address its clients’ demands by developing and delivering a new solution that provides exactly what is required of it. New York-based…
Finastra Adds Porfirio to Capital Markets Team
Pedro Porfirio will be based in London, where Finastra is headquartered. Finastra was created after the merger of D+H and Misys.
Never Mind the Brexit: UK Treasury Releases Asset Management Plan
British government releases a number of proposals to maintain the strength of the UK’s investment managers after Brexit.
Building Advent Genesis: Getting the Balance Right
Portfolio rebalancing is a persistently tricky problem for investment managers to address, which is why successful platforms in this space must be designed from the ground-up to handle complex rules and deal with large order loads across strategies,…
LiquidityBook Debuts LBX as Outsourced Trading Popularity Grows
Vendor debuts portfolio, order and execution management system for outsourced trading desks.
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.