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Sales and contracts

Transamerica chooses Indata for asset management, reporting

Los Angeles-based Transamerica Investment Management, with $12 billion in assets under management, has gone live with the Indata IMS (Investment Management System) for Windows from investment management vendor Indata.

The application comprises modules for portfolio management and reporting, trade order management, performance measurement and attribution, web-enabled customer relationship management (CRM) and billing

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Pushing the boundaries of TCA

S&P Global Market Intelligence finished runner-up in the perennially competitive TCA system provider category of the Waters Rankings 2024. Michael Richter, global head of trading analytics, discusses the TCA challenges facing the firm’s buy- and sell…

DORA stalls over identifier dispute

A disagreement over how to classify third-party tech providers on a reporting form known as the “register of information” has held up preparations for the highly anticipated operational resiliency rule in Europe.

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