Linedata Extends Morningstar Agreement Investment management systems vendor Linedata is expanding its fixed income and credit derivatives coverage for its fund services clients via an extension of its partnership with Morningstar, officials say. “The partnership will provide expanded analytics to meet the requirements of alternative funds and [separately managed accounts] and enhances Linedata Admin Edge’s… Read More >>
SMA Growth Spurs Upgrade for Aperio Group
Investment manager Aperio Group will be using trading systems and support from vendor Linedata to stay ahead of a growing flow of business, especially in separately managed accounts (SMAs). Aperio, which describes itself a $16 billion research-based investment manager, has signed on with Linedata to replace an incumbent, internally developed platform, vendor officials say. Considered… Read More >>
Rabobank, D&H Complete Blockchain Proof-of-Concept Project
The Project’s Success Bodes Well for Other DLT Applications DH Corp., a provider of technology solutions to financial institutions globally, and Dutch bank Rabobank announced that they have successfully completed a proof of concept for blockchain/distributed ledger technology (DLT) that supports D+H’s payments services hub, and paves the way for other applications of DLT…. Read More >>
Linedata, Electra Take On the Portfolio Recs Puzzle
Investment management systems vendor Linedata and post-trade provider Electra Information Systems have joined forces to provide data extraction and integration between the Electra Reconciliation platform and Linedata’s Global Hedge Portfolio Manager software in an effort to automate the identification of exceptions. In general, asset managers have had to develop data extracts to conduct reconciliations and… Read More >>
Lack of Global Standards Impedes Trade Repositories: ESMA Report
The lack of global standards in the trade repository space (TR) could hinder the repository process, a finding of the European Securities and Markets Authority (ESMA) in its recently published 55-page 2016 annual report, which outlines its supervisory priorities for credit ratings agency (CRA) governance as well as the quality and data access for TRs…. Read More >>
Belated Spotlights for Triad Securities, Linedata and ISDA
One of the reasons that this blog exists is to spotlight items that can quickly hit and then bounce off our radar. Rather than lose them in the flurry of news, I’m going to give them their 140 characters of fame. Triad Securities Expands Brokerage Triad Securities announced last month that it had expanded its managed… Read More >>
Linedata Updates Admin Edge Platform
Linedata, a provider of solutions for the investment management and credit industries, reports “significant updates” to Admin Edge, its fund administrator platform, officials say. The updates are in three key areas, the New York City-based vendor says. “Firstly, there is improved integration and automation of data flows between the fund accounting and transfer agency areas,”… Read More >>
Asset Manager Picks Linedata to Revamp Workflow
Linedata, a solutions provider focused on the investment management and credit industries, reports that Paris-based Meeschaert Asset Management, founded in 1935, has implemented the vendor’s platform to manage front-to-back asset management workflow. The Linedata platform includes: Longview, which provides portfolio management tools and workflows, execution management tools and analytics, allocation tools, compliance monitoring, and integrated… Read More >>
Linedata Upgrades Compliance Platform
Linedata, a developer of financial software for the investment management and credit industries, has rolled out a new version of Linedata Compliance that adds ‘as of’ compliance capabilities and expanded user-defined controls with profile-based rights to the existing platform, according to a company statement. Linedata Compliance is a regulatory software platform aimed at global custodians,… Read More >>
Omgeo Aims for a Global SSI Utility as DTCC Builds Client Data Service with A-List Firms
Omgeo & DTCC Ready ‘Global Utility’ for SSIs Post-trade solutions provider Omgeo and the DTCC are combining forces to build a repository that would effectively serve as a global utility for standing settlement instructions, intended to lower operational costs and bolster efficiency, say Omgeo and DTCC officials.SSI data such as account number, currency code, security… Read More >>