ID Number: G00165915



The Transitioning Application Landscape of Investment Management Firms
26 March 2009
 
James Wolstenholme  

IMFs require enhanced order management system, portfolio management system and portfolio accounting system technology to meet current and future investment and trading demands. Product offerings, system functionality and vendor entrants are changing rapidly to meet this client demand.





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Table of Contents


    
 Analysis

1.0
    
 Introduction
2.0
    
 Brief IMF Overview
3.0
    
 The Challenge for IMFs: Vertical and Horizontal Silos
4.0
    
 Gaps and Issues With Existing Solutions

4.1
    
 Data Redundancy
4.2
    
 Reference Data: Security Master
4.3
    
 Reference Data: Account Master
4.4
    
 Best-of-Breed Solution Issues
4.5
    
 Infrastructure and System Architecture
5.0
    
 Where the Vendors Are Moving

5.1
    
 OMS Vendors Are Moving Downstream

5.1.1
    
 Charles River Development
5.1.2
    
 Fidessa LatentZero
5.1.3
    
 Eze Castle Software
5.2
    
 PMS Vendors Are Expanding Upstream and Downstream

5.2.1
    
 Advent Software
5.2.2
    
 SunGard
5.2.3
    
 SimCorp
5.3
    
 PAS Vendors Are Moving Upstream

5.3.1
    
 Princeton Financial Systems
5.3.2
    
 Thomson Reuters
5.3.3
    
 DST International
5.4
    
 Derivative Vendors Are Seeing Opportunities and Moving In on Territories
5.5
    
 FAI — Framework Vendors

5.5.1
    
 Cadis Software
5.5.2
    
 Eagle Investment Systems
5.5.3
    
 BI-SAM
6.0
    
 Custodians and Fund Administrators
7.0
    
 Conclusion

    
 Recommended Reading


List of Figures


Figure 1. 
 High-Level Overview of Core System Components
 



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Investment Management Systems




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