Edgbaston Adopts InData Portfolio Management Platform
Edgbaston, a boutique firm with a focus on long-only Asia Pacific, was looking for a more automated solution with better compliance capabilities.
"The nature of our business requires us to demonstrate a complete audit capability for our entire investment process for compliance and regulatory purposes," says Matthew Myles, COO of Edgbaston. "iPM provides these capabilities whilst also providing tools to automate the major aspects of our investment workflow such as dealing and back office accounting."
IPM provides single audit trail capability of the entire investment process from fund/account onboarding, to investment decision making and trade generation, to trade execution and settlement, as well as ongoing client servicing functions related to the management of the portfolio.
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