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Investment Firms Are Not Eager to Replace Portfolio Management and Accounting Systems
6 December 2006
 
David Schehr  

Gartner's 2006 survey of investment management firms shows technology inertia across the back and middle office. Long replacement cycles will inhibit vendor consolidation.





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Table of Contents


    
 Analysis

1.0
    
 Study Overview
2.0
    
 Asset Management Technologies Overview

2.1
    
 Single-Package Users by Size
2.2
    
 Multiple Vendor Users

2.2.1
    
 Pre- and Post-Trade Compliance Systems
2.2.2
    
 Portfolio Management Systems
2.2.3
    
 Portfolio Accounting Systems
3.0
    
 Attitudes About PMSs and PASs
4.0
    
 Conclusions
5.0
    
 Recommendations

    
 Recommended Reading


List of Tables


Table 1.  
 Asset Management Application Type Used by Firms Ranked by AUM (Percent)
 

Table 2.  
 Asset Management Package Vendors
 

Table 3.  
 Portfolio Management System Type Used by Firms Ranked by AUM (Percent)
 

Table 4.  
 Portfolio Management System Process Satisfaction (Percent)
 

Table 5.  
 Age of PMS Implementation in Use at Firms Ranked by AUM (Percent)
 

List of Figures


Figure 1. 
 Asset Management Application Type Used
 

Figure 2. 
 Pre- and Post-Trade Compliance Systems Used
 

Figure 3. 
 Portfolio Management Vendors Relied On by Survey Respondents
 

Figure 4. 
 PAS Solutions Used by Survey Respondents
 



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Investment Services Systems
Investment Services Business Strategies




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Resource Id: 499033