FF News Logo
Sunday, April 26, 2026
FinovateSpring | FFNews

Asset Managers Want Their Order Management and Portfolio Management to be One

Celent has released a new report titled Asset Managers Want Their Order Management and Portfolio Management to be One. The report was written by Jay Wolstenholme, a Senior Analyst with Celent’s Securities & Investments practice.

As asset managers continue to develop their trading desks, the interaction between the trading desk and portfolio managers is crucial. The aggregation of transactions and positions is the base layer, andbuy side vendors continue to closely integrate order management systems (OMS) and portfolio management system (PMS) solutions to achieve this enterprise goal.

As asset managers continue to develop their trading desks, the interaction between the trading desk and portfolio managers is critical in achieving incremental precious basis points. Buy side traders are an important ingredient in maximizing portfolio return by minimizing execution costs and shortfall risk utilizing multiple go-to-market execution strategies and tactics.

The ability for portfolio managers to gain incremental basis points across their investment through their trading desks is a major positive. Portfolio managers are learning to trust their trading desks and the information their traders can provide on the liquidity and safe timing of markets, optimizing execution costs.

The right technology and quantitative tools can give the buy side trading desk the information they need for trade analysis and execution and most importantly the quantitative data to communicate to the PMs,” said Jay Wolstenholme, a Senior Analyst with Celent’s Securities & Investments practice.

  1. TSAM London: Finastra Talks Operational Efficiency and Achieving Seamless Connectivity Read more
  2. A Decade (Plus!) of Innovation: IFGS 2026 Proves the UK is Still the Beating Heart of Global Fintech Read more
  3. Ethos Collaborates with Liberty Mutual to Deliver a Modern, Digital-First Life Insurance Experience Read more
  4. Simply Business Launches Insurance App for Small Businesses in ChatGPT in the U.S. Read more
  5. Germany’s Akbank AG Successfully Completes First Phase of Core Banking Migration to Mambu in Partnership With Innovance Read more
Financial Services Risk & Compliance