Ardea Investment Management Selects SimCorp to Strengthen Portfolio Management and Simplify Investment Operations

SimCorp Ardea Investment Management partnership sees Ardea adopt the SimCorp One platform to transform investment operations. Ardea manages AUD 18 billion as a fixed income specialist. Automation and real-time visibility help middle-office functions run more smoothly and make them more efficient.

Based in Australia, Ardea is a fixed income manager with approximately AUD 18 billion in assets under management. The firm runs a relative value strategy that involves a high-volume trading approach that benefits significantly from the automation and efficiency SimCorp One enables.

Ardea will use SimCorp One to drive operational efficiencies by minimizing manual processes across the investment lifecycle – with key benefits across middle office operations and client reporting.  

By leveraging SimCorp One, which includes access to the Axioma risk management and portfolio optimization suite, Ardea’s portfolio management teams will gain a real-time consolidated view of their positions. This enhanced visibility supports more informed investment decisions while enabling seamless data flow, real-time reconciliations, and highly automated net-settlement workflows. 

“This partnership with Ardea highlights the growing need to address the complex data challenges brought about by the increasing sophistication of the market. By delivering a front-to-back, multi-asset class system built on a unified data structure, we are well-positioned to tackle these challenges” Edward Bee, Managing Director – Head of APAC, SimCorp

Ardea will utilize SimCorp Managed Business Services to outsource key operational processes within Data Management and Investment Operations. These services provide users of the platform with timely market and reference data, as well as SimCorp managing Ardea’s post-trade operations. By leveraging SimCorp’s deep industry and platform expertise, Ardea can scale its operations while remaining focused on delivering differentiated and uncorrelated returns, supported by a robust and scalable operational platform. Over the years, Ardea’s core trading requirements have continued to evolve with increased complexity, amplified by increasing regulation. The outsourcing to SimCorp ensures that Ardea’s operational platform and services remains scalable and efficient, supporting the firm’s continued growth.

“SimCorp has been active in the Australian market since 2001, and in recent years, we’ve significantly increased our investment and focus here. As the Australian market continues to evolve, fund managers like Ardea are seeking a technology partner that can help streamline their workflows and future-proof their operations by providing a single, reliable source of truth at the core of their investment decisions. This is exactly what SimCorp One delivers.” – Enzo Cotroneo, Country Manager for Australia, SimCorp 

The SimCorp Ardea Investment Management collaboration reinforces Ardea’s strategy to scale fixed income operations through automation, outsourcing, and innovation.