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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.
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Nuvo and Avalara Launch AI Integration to Eliminate Tax Compliance Gaps and Accelerate B2B Customer Onboarding
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Lumin Digital Unveils Lumin Solaire, an AI-Native Intelligence Layer Embedded In Its Compounding Growth Platform
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Sturgis Bank Partners with MANTL to Transform Business and Retail Account Opening Across All Banking Channel
Alkami Technology, Inc. (Nasdaq: ALKT) ("Alkami"), a digital sales and service platform provider for financial institutions in the U.S., today announced a new partnership between MANTL, an Alkami solution team and leading provider of loan and deposit account opening technology, and Sturgis Bank, a community bank serving Michigan through 16 branches, to transform its account opening experience for business and retail customers. Through this partnership, Sturgis Bank will modernize onboarding across all physical and digital banking channels, reinforcing its commitment to delivering a seamless, efficient, and customer-centric experience while expanding accessibility and accelerating digital growth.
Redbridge: Visa’s Commercial Enhanced Data Program (CEDP) – What Merchants Are Really Facing
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TSAM London: FE fundinfo on Mastering Data and Unifying Operations in Asset Management
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Reap and TerraPay Partner to Expand Local Payout Corridors Globally
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Digital Assets Clearing Center Secures US$10 Million Funding for International Market Infrastructure
Digital Asset Clearing Center (DACC.HK), a next-generation financial market infrastructure for the tokenized economy, today announced US$10 million in funding from strategic partners including Conflux, Transaction Technologies Limited (“TTL”) and Global InfoTech. Traditional bank transfers continue to dominate the US$214 trillion cross-border payments market, but tokenized finance offers an alternative to slow settlement cycles, high transaction costs, fragmented data systems and regulatory barriers. Digital Asset Clearing Service offers seamless connections to the world's leading payment systems including Cross-Border Interbank Payment System (CIPS), blockchain networks and compliance infrastructure delivering end-to-end Clearing-as-a-Service (CaaS) for financial institutions.