Portfolio Management Systems: Are Buy-Side Firms Ready for the Future?

 

In recent years, buy-side firms have faced significant challenges as they navigate a macroeconomic low interest rate environment and an industry focused on cost efficiency. To thrive going forward, firms must also comply with greater demands from regulators. Portfolio management systems play a pivotal role for buy-side firms, and the decision to further develop or replace these systems is critical. But what areas are firms prioritizing, and what kinds of next-gen technology is being considered?

Join Aite Group analyst Paul Sinthunont and research associate Pablo Valderrabano for this webinar as they highlight key findings from their recent report, Portfolio Management Systems: The Next-Gen Tech Arms Race? The webinar will cover the major trends in portfolio management systems as well as the implementation roadmaps and challenges for buy-side firms.

Key discussion points include:

  • Influencing factors in the decision to build or buy portfolio management systems
  • Trends in vendor rationalization/consolidation
  • Changing implementation models
  • Major ongoing pain points to system maintenance, development, and migration
  • The demand for AI technologies and current buy-side applications

Aite Group Institutional Securities and Investments clients can access the full webinar on-demand by logging into our website.

For more information about this topic or other Aite Group services, please contact us at info@aitegroup.com.

Portfolio Management Systems: Are Buy-Side Firms Ready for the Future?

Type: 
Webinar
Date: 
December 6, 2017
When: 
Wednesday, December 6, 2017 at 10 a.m. ET
Speakers: 

Paul Sinthunont is a senior analyst at Aite Group, specializing in buy-side research. He covers buy-side trends in technology, operations, and regulation. His core focus is on portfolio management systems, risk management, performance attribution and measurement, Environmental Social and Governance (ESG), investment accounting, and client reporting.

Mr. Sinthunont has spoken at industry conferences including at InvestOps, Global Custodian, CISI, CorpActions, and Performance Measurement Europe.